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Advice Matters – Showcasing your expertise to customers

Why do some people still think there are barriers to using a financial adviser? Research we did on attitudes to retirement advice showed many either think advice is just for the super-rich, or they can’t see the value it adds.

That’s why we created Advice Matters. It’s a new initiative to demystify the world of advice, break down the perceived barriers and encourage more people to think about what advice can do for them.

Advice Matters – the web experience

The new Advice Matters area on our consumer website features articles, videos, stats and graphics all promoting the value of financial advice. It explains the processes, the way charges work and, most importantly, provides a platform to show that advisers are human and not at all intimidating!

See the site for yourself here.

Your feedback matters too

The new site is intended to back up everything you do with your clients, so we want you to help drive the content. We’d love to hear your feedback and any suggestions you may have on ways to make it even more useful. Just email us at advicematters@omwealth.com

Find an Adviser tool

You may be aware of the Find an Adviser tool we feature on our website. If you’re not yet registered it’s well worth considering it to benefit from more potential client leads. Just visit this dedicated page and follow the on-screen instructions.

Financial Adviser Verification