Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients
61% of those who wrote their own will did not seek advice
Reputation was more important to women
Questions about ongoing services in response to Consumer Duty
Calls on firms to embrace the regulator’s proposals
Clients will continue with existing advisers
Most would use consumer finance websites
'We have Chartered now, but maybe Chartered is not enough'
"It is all of our responsibilities to be guides, mentors, leaders, teachers"