client meetings

Only one in three advisers view in-person new client meetings as essential

22% of clients live more than an hour away from their adviser

April 29, 2025

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Published by MA Financial Media Ltd (part of Mark Allen),
St Jude’s Church, London SE24 0PB . Copyright (c) 2024.

PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

client meetings

Only one in three advisers view in-person new client meetings as essential