Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
Many advisers are expected to retire over the coming five years
Eight in 10 expect their company to invest more in performance forecasting
Increased concern over retaining existing clients and technology
Sentiment towards equities has improved markedly over the past year
Complaints procedures ‘still leave a lot to be desired’
Research also looked at how people find an adviser
Investec Wealth & Investment found many stockmarket investors considering seeking advice
Only 13% looking to increase their investments in the UK market
One in three said they intend to retire before age of 50
The headline number includes 9.2 million ‘low confidence non-advised’ investors
Up 47% since a similar survey carried out in 2021
Researchers also found 56% of clients wish they had started earlier