Jeremy Mugridge: Adding new clients should be a family affair

Intergenerational wealth transfers set to surge

Jenna Brown
clock
Jeremy Mugridge: "Aside from the business perspective, this is an opportunity to close the advice gap and ensure more people are gaining valuable financial advice, which is vitally important at this point in time."
Image:

Jeremy Mugridge: "Aside from the business perspective, this is an opportunity to close the advice gap and ensure more people are gaining valuable financial advice, which is vitally important at this point in time."

Bringing clients on board during the pandemic is a challenge for all advisers but should intermediaries be looking closer to home for fresh customers? Here Jeremy Mugridge explains why the family members of current clients are prime candidates for advice

With the announcement of further restrictions for six months businesses across the UK will be thinking about the implications. For many, including the advice profession, going back to working fr...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your profession

One Four Nine buys Aberdeen-based Chartered IFA

One Four Nine buys Aberdeen-based Chartered IFA

Total £800m AUM

clock 10 August 2022 • 1 min read
Aviva platform flows sink by 9% in H1 2022

Aviva platform flows sink by 9% in H1 2022

‘Market volatility’

clock 10 August 2022 • 2 min read
Image: Michael Stowe, wealth manager at Lowes FM

Lowes Financial Management adds wealth manager

Ongoing expansion

clock 08 August 2022 • 1 min read