Prepared for UK professional advisers only. Join us in the second episode of our series featuring Keith Richards, CEO and founder of the Consumer Duty Alliance, as we explore the issue of the advice gap and strategies to address it.
We discuss how independent financial advisers, regulators, and the government can collaborate to bridge this gap, ensuring that financial advice is accessible and effective for all. We look closely at how advisers can enhance communication with clients to build trust and improve their...
Prepared for UK professional advisers only. Join us in the second episode of our series featuring Keith Richards, CEO and founder of the Consumer Duty Alliance, as we explore the issue of the advice gap and strategies to address it.
We discuss how independent financial advisers, regulators, and the government can collaborate to bridge this gap, ensuring that financial advice is accessible and effective for all. We look closely at how advisers can enhance communication with clients to build trust and improve their financial literacy, before going on to examine the concept of vulnerability, and the many forms it can take in terms of financial planning.
The checklist Keith mentions and other helpful resources can be found here.
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To learn more about Albemarle Street Partners, visit aspim.co.uk
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Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
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Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
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