The Brokers Guide To A Clients Financial Well-Being

Can you identify financially vulnerable customers who need advice and support to make the right choices?
A Money and Mental Health survey of 5,500 people found that 86% of respondents who experience mental health problems said their financial situation had made their mental health problems worse.

Having a lack of financial well-being can have serious detrimental effects on a person’s health, so what can we do to help? We’ve identified important areas where brokers can position themselves as advisers through the whole lifetime of a mortgage, to ensure clients are properly looked after and their best interests are reflected in the products they take out.

This guide covers:

• Educating clients on managing their money effectively, with an eye on possible future shocks, as well as understanding the importance of long-term planning.
• How to identify financially vulnerable people, and how brokers can support them in finding the right mortgage for their needs.
• Where brokers can position themselves as advisers through the life of the mortgage, thus becoming a point of contact for referrals and a trusted source of good advice and sound financial products.

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