financial advice

Historic ongoing service evidence review continues

Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients

61% of those who wrote their own will did not seek advice

Reputation was more important to women

Questions about ongoing services in response to Consumer Duty

Calls on firms to embrace the regulator’s proposals

Clients will continue with existing advisers

Most would use consumer finance websites

'We have Chartered now, but maybe Chartered is not enough'

"It is all of our responsibilities to be guides, mentors, leaders, teachers"