Adviser / Broking

Hundreds of clients are left with unclaimed insurance policies due to the absence of financial advice

Lack of education on financial advisory is main perpetuator for the advice gap

Supporting growth in UK corporate sector

Advisers can have ‘confidence to ask the right questions’ in the right way

“We need to overcome these annoying and frankly lazy stereotypes that we have about the next generation of customers”

Moving with the Times

“I don't think I'd sleep at night knowing I haven't discussed protection”

Total membership up to 26

To support new FCA requirements

“I've had more comments about being a woman than being gay”