More than money: Putting your clients on the right track

'In truth, financial advice is so much more than just money'

clock • 4 min read

Financial advice is about guiding clients to achieve their full potential and achieve a level of financial certainty which acts as a catalyst to them leading the life they want to lead, writes Roger Brosch

One of our adviser partners in the North East, Steve Dale, is the chairman of Wallsend Boys Club – a fantastic charity that provides a vital local community hub for young people and their families which some of you may have seen featured on BBC Football Focus a couple of weeks ago. The club has a tremendous track record in producing professional footballers – 92 at the last count, with Alan Shearer, Peter Beardsley, Steve Bruce and Michale Carrick among them. An incredible feat for a local club. However, what I really love about this charity is its ultimate goal, the driving passion ...

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Property inheritance figures paint bleak tax picture for millennials

Property inheritance figures paint bleak tax picture for millennials

Millennials on course for an ‘inheritance tax bombshell’

Sahar Nazir
clock 20 May 2024 • 2 min read
London still the top city in Europe for investing in financial services

London still the top city in Europe for investing in financial services

According to EY’s latest Attractiveness Survey for financial services

Valeria Martinez
clock 20 May 2024 • 1 min read
Only 13% of financial advisers today began as paraplanners

Only 13% of financial advisers today began as paraplanners

Majority of financial advisers bypass paraplanning, survey reveals

Sahar Nazir
clock 20 May 2024 • 1 min read