Bringing protection to the forefront of client conversations

The nature of financial planning is evolving rapidly. Gone are the days when advisers would focus their efforts solely on securing specified client outcomes, like portfolio growth or estate planning. The era of holistic financial advice is now very much in focus as a result of the Financial Conduct Authority's new Consumer Duty. It's rightly become essential that advisers consider a client's entire financial picture, ensuring the best possible outcomes and the avoidance of foreseeable harm. While this may have been standard operating procedure for many, for others, the resources to co...