In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, Matt Williams and Sue Whitbread explore the growing investment confidence gap across generations and what advisers can do to help bridge it.
New research from NatWest reveals that the average Brit doesn’t make their first investment until the age of 34, despite younger generations showing increasing curiosity about investing. While Gen Z appears the most eager to engage, many still lack the confidence to take that crucial first step.
Joining us on the podcast this week is Aroma Khan, Financial Planner at NatWest, who shares insights from the research and discusses what she believes the findings mean for advisers working across different client demographics.
For advisers, this episode offers valuable insight into how attitudes towards investing differ by generation and where the profession has an opportunity to educate, guide and empower clients earlier in their financial journey.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Aroma is a Financial Planner for NatWest with more than 20 years of experience in the financial sector. She is highly regarded for her strengths in relationship management and investment planning, delivering comprehensive, and bespoke financial advice to NatWest and RBS Premier clients. With a client‑centred approach, she is committed to helping individuals and families achieve their financial ambitions through tailored wealth management strategies that reflect their unique circumstances and goals.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast. The value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
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