thewealthnet

Pandemic an opportunity to stock up on client goodwill – Quilter

News Team, 25/06/2020

Quilter has said that one in three advised clients have consulted their financial adviser during the Covid-19 pandemic.

The study found close to two-thirds of those who spoke to their adviser during the pandemic felt very well prepared (29.6 percent) or quite well prepared (36.1 percent) financially.

This dropped to 42 percent for those who had not spoken to their adviser during the crisis.

The findings come from the Quilter report How the pandemic is changing attitudes towards financial planning. Researchers surveyed 1000 UK adult in April.

Mark Pittaccio, business consultant and behavioura...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com


About PAM

PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.

Read more about PAM