Phil Ralli of Aviva platform & pension marketing explains why IFAs should be chasing HNW clients.
I realise that I‘m preaching to the converted when I say that the benefits of seeking financial advice are apparent. Indeed, the majority of Professional Advisers readers would like everyone to have some form of relationship with an adviser. However, we realise this is not necessarily possible so most of us settle for people seeking advice around major financial events such as the birth of a child, retirement or the purchase of a house. Now generally when we bemoan the fact people are not using financial advice, we are referring to the less affluent. However, new research into the over 6...
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