What are advisers asked by clients

What are advisers asked by clients

Money Marketing reports "currently the most common question clients are asking advisers is whether they will be able to retire early. More than half (58 per cent) of clients wanted to know how much money they would need to retire early, according to research by Standard Life.”

“The company’s bi-annual survey of UK financial advisers showed clients are also keen to discover if they should take tax-free cash as a lump sum, with 48 per cent asking advisers about this.  Other questions raised in the survey included how to pay less tax (38 per cent), the impact of Brexit on finances (36 per cent), transferring defined benefit pensions (22 per cent) and buying an annuity (16 per cent).”  Read the full article  


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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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