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Neurodivergent clients.

ended 19. May 2026

Keen to know whether, as financial advisers or mortgage brokers, you provide advice to people who are neurodivergent in other ways. For example, one IFA on Newspage breaks her meetings with clients who have ADHD into smaller chunks, as they struggle to concentrate for longer time periods - she says this is important as otherwise they may not be fully taking onboard what's being said, which undermines the quality of advice. She also sends dyslexic clients personalised video explainers of key documents so they don't need to digest text-heavy documents, or accompanying visuals to help them understand information in different ways. Have you adapted the advice process in any way yourself and do you think it's necessary given that an estimated 15% of people are neurodivergent?

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Editor
Nouran Moustafa
Practice Principal & IFA at Roxton Wealth
Yes, and I think this is where advice has to evolve. Neurodivergent clients do not need “less” advice; they often need advice delivered in a way their brain can actually process. That might mean shorter meetings, camera-off calls, written summaries, visual explanations, more time to think, avoiding rushed decisions, or breaking big financial topics into smaller stages.
At Roxton Wealth, this is central to our ADA approach: Accessible, Different, Adapted. The point is not to make assumptions about someone because they have ADHD, dyslexia or autism. The point is to ask: how do you prefer to receive information, what makes meetings easier, and what helps you feel confident before making a decision?
This is not a nice extra; it is about advice quality. If a client is overwhelmed, masking, struggling with dense documents or afraid to ask questions, they may nod along without fully understanding. That is dangerous in financial advice. Inclusion is not just language on a website.It is process