Is there a typical age when clients seek financial advice? Is it something associated with ‘older people’ because they are naturally more affluent having worked for longer and have more assets?
Do the younger generation avoid getting advice? Following on from an earlier blog ‘Is there an advice gap?’ we decided to try and find out.
We’re delighted with our very first whitepaper, but moreover we’re keen to share our research and thoughts as we’re committed to helping people of all ages.
We undertook research into what financial concerns people have and we analysed the answers from the perspective of those under the age of 35 and also by looking at the responses from those older than the age of 35.
We felt the more feedback we had, the better the understanding we’d have as to how we can make a difference in the future.
Our research into the financial advice gap
The full report, which you can download here, will now lead us with our future strategy and thoughts to implement ways in which we can add value and it will steer us with how we work with clients, with firms and how we work within our communities to try to address this imbalance.
We firmly believe that Furnley House is different. We want people to have access to advice and information at an earlier age and to not find themselves in a position of attempting to correct oversights later in life.
If you’d like a printed copy of this brochure, please don’t hesitate to get in touch and we’ll happily get a copy to you.