The next level of advice: Wealth and wellbeing

Financial advice has long acted as a compass for clients, helping them make decisions about saving, investing, and preparing for retirement. But as people live longer, the direction of travel is becoming harder to navigate, with later life bringing challenges that cannot always be anticipated by a financial plan alone. This is changing what people need from their advisers, as financial wellbeing becomes increasingly intertwined with the realities of later life.  The scale of this shift is difficult to ignore, with the number of people aged over 65 in the UK expected to rise by approxi...