Millennials want good face to face financial advice

Published: 21 January 2018
Millennials view the financial services industry as exclusive, inaccessible, and expensive according to Pimfa. At Cotswold Independent Financial Services, we work with millennials who are buying their own home, purchasing investment properties, sorting out protection for their family, preparing their wills and planning ahead their pensions.

Research showed that millennials thought they could only receive financial advice if they had in excess of £50,000 and certainly not for less than £10,000.

We find as part of ongoing service at Cotswold that starting an investment strategy early on Is a key part of our role. The research showed face to face advice is valued by millennials for wealth management supported by technology rather than purely delivered through technology.