Professional Introductions #trusted advisor

Implementing the FCA's consumer duty principles holds the trusted adviser industry accountable for delivering good consumer outcomes. This includes estate planning as part of wealth preservation, which should be conducted at annual reviews or when relevant to clients' needs.

Insurance brokers aim to provide holistic financial advice. A crucial aspect of this is ensuring that clients have Wills and powers of attorney in place to protect their assets and wishes in case of incapacity or death.