Copy article

Financial adviser and client becoming life long friends

Journalist: Rachel Mortimer, The Times and Sunday Times

ended 11. February 2025

Hello - we are looking to write a light hearted feature on a financial adviser and a client becoming life long friends. Maybe you have spent decades advising someone through major life events, the ups and the downs, and now you have a genuine friendship outside of work. 

Both adviser and the client would need to be happy to be interviewed and photographed for the piece. If this sounds of interest then please do get in touch. 

Thank  you

Rachel 

1 responses from the Newspage community

Copy all

Copy

Editor
Wes Wilkes
CEO at IronMarket Wealth
For us, a financial advice relationship goes beyond just providing advice—it’s about fostering deep, meaningful connections. We don't just know how their investments are performing, we know how they like their coffee, we know when their chidlren's birthdays are. While our primary role is to guide our clients on their financial journey, we do so through the lens of long-term relationships, often forming genuine friendships along the way. Unlike some firms that prioritise investments above all else, our focus is on people. This is reflected in the moments we share with our members (this is what we call out clients), being invited to wedding anniversaries and 80th birthday celebrations, and even supporting them through challenges like COVID, whether that meant picking up essentials from the butcher or simply being there when needed. These small gestures hold immense value and ensure our members feel genuinely supported in every aspect of their journey.