88% of advisers would provide remote advice in ‘new normal’

Eighty-eight per cent of financial advisers would continue to provide some form of remote advice option as the UK restrictions start to ease, a survey of Quilter’s national advice business has found.

The survey, based on responses from around 300 advisers, found that they are keen to retain the ability to keep remote advice through video technology.

Quilter also suggested that video conferencing has not hindered advisers gaining new clients, with 77% indicating they have gained clients during the period.

Advisers, however, also said around half (48%) of new clients react differently to video advice, and that the introduction of the technology has led to 56% of advisers structuring their meetings differently as a result.

Client and proposition director for Quilter’s national advice business, Sarah Waring, commented: “As we move into our ‘new normal’ we need to think about what practices from lockdown we want to keep. Encouragingly, advisers and clients have been receptive to video conferencing. This can go a long way to increasing adviser’s capacity to take on more clients as there will be less time spent travelling to and from meetings.

“However, we need to recognise that a relationship created through video advice may be intrinsically different to those created through a face to face meeting. It can be harder to engender trust and it also becomes vitally important to have structured meetings.

“We have found advisers who create a clear framework for the meeting and communicate it at the beginning help to increase their client’s understanding and trust.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


NEW BUILD IN FOCUS - NEW EPISODE OF THE MORTGAGE INSIDER PODCAST, OUT NOW
Figures from the National House-Building Council saw Q1 2025 register a 36% increase in new homes built across the UK compared with the same period last year, representing a striking development for the first-time buyer market. But with the higher cost of building, ongoing planning challenges and new and changing regulations, how sustainable is this growth? And what does it mean for brokers?

The role of the bridging market and technology usage in the industry
Content editor, Dan McGrath, sat down with chief operating officer at Black & White Bridging, Damien Druce, and head of development finance at Empire Global Finance, Pete Williams, to explore the role of the bridging sector, the role of AI across the industry and how the property market has fared in the Labour Government’s first year in office.


Does the North-South divide still exist in the UK housing market?
What do the most expensive parts of the country reveal about shifting demand? And why is the Manchester housing market now outperforming many southern counterparts?



In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance, to explore how regional trends are redefining the UK housing, mortgage and buy-to-let markets.

The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.

In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.