Bringing financial planning back to the community

'Rebuilding public trust isn't just good for clients'

clock • 3 min read

Robert Boland on why being visible, accessible and human is key to bridging the advice gap

Financial advice is changing and fast. Technology has made it easier than ever to access information, compare products and automate portfolios. That's progress, of course, but it's also left many people feeling more disconnected than ever from professional advice. Despite all the innovation, public trust in our profession remains patchy, and too many adults still go without guidance. So how do we change that? In my view, one of the biggest challenges is visibility. For many communities, the days of simply popping into a branch for advice are long gone. Banks and building societies hav...

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