Real Life Advice Report shows clients sticking with their adviser

28 October 2024

The majority of advised clients have remained with the same adviser throughout, a new survey from St James’s Place has found. More than three-fifths (62%) have never switched their adviser, rising to 72% among 35-54 year olds and 74% of over-55s. According to SJP’s Real Life Advice Report, the typical relationship with an adviser...