“We believe that automated services combined with the ability for clients to engage with human support when they feel they need it – because they have a tricky question, want something explained or just to get some reassurance – are the future of financial planning."
Stephanie Pickering, chartered financial planner at Verity Wealth Management, says she is unsure what advisers with robo-advice will do moving forward, noting that some will continue while others may not possibly due to costs.
“We are back to face-to-face meetings and have been for some time. As advisers, we love the proper interaction, and this is the part of the job we love and enjoy, plus most clients prefer it too.
“There are those that remain happy with and prefer a zoom or telephone meeting, so we will continue with these. It’s all about keeping the clients happy and using the tools of the job to deal with everyone appropriately.”
Ruth Gillbe is a freelance journalist
