More than money: Putting your clients on the right track

'In truth, financial advice is so much more than just money'

clock • 4 min read

Financial advice is about guiding clients to achieve their full potential and achieve a level of financial certainty which acts as a catalyst to them leading the life they want to lead, writes Roger Brosch

One of our adviser partners in the North East, Steve Dale, is the chairman of Wallsend Boys Club – a fantastic charity that provides a vital local community hub for young people and their families which some of you may have seen featured on BBC Football Focus a couple of weeks ago. The club has a tremendous track record in producing professional footballers – 92 at the last count, with Alan Shearer, Peter Beardsley, Steve Bruce and Michale Carrick among them. An incredible feat for a local club. However, what I really love about this charity is its ultimate goal, the driving passion ...

To continue reading this article...

Join Professional Adviser for free

  • 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

RBC Brewin Dolphin expands MPS range

RBC Brewin Dolphin expands MPS range

Seven risk-rated portfolios combine active and passive strategies

Sahar Nazir
clock 23 June 2025 • 1 min read
Why Gen Z still trusts financial advisers in the age of finfluencers

Why Gen Z still trusts financial advisers in the age of finfluencers

A digital generation with a human touch

Sahar Nazir
clock 23 June 2025 • 4 min read
AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

Sahar Nazir
clock 23 June 2025 • 2 min read