• Calculations of the value of financial advice are often anchored in investment performance and fail to recognise the full value of the financial planning interventions provided by advisers to their clients.
  • The study was developed for advisers with clients based in the UK, to reflect the current UK tax and investing landscape.
  • The study aims to help advisers assess a personalised value of their advice for individual clients, based on the individual’s unique circumstances and needs.
  • Understanding how these sources of value apply to different clients – and therefore understanding the value of personalised advice – can help advisers retain and attract more clients.

The value of personalised advice in the UK

Because the value of advice differs from client to client, this latest study explores how financial advice providers in the UK can calculate a more personalised value of advice for their clients, based on an individual's unique needs and circumstances.

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