Advised clients are less financially stressed than self-directed investors.
Advised investors are roughly half as likely (14%) as self-directed ones (27%) to experience high levels of financial stress.
Advice delivers emotional value to clients through more peace of mind. 86% of advised clients report having greater peace of mind when thinking about
their finances, compared with managing them on their own.
Advice saves clients time. 76% of advised clients say advice saves them time.
Advice saves employers time through employees’ reduced financial stress.
Offering insights, tools, events, client-facing resources and much more, across the five core areas you told us matter the most to you - and it all counts towards your CPD.