ESG
According to Aldridge: "COP 27 once again highlighted the importance of delivering net zero targets.
"We are seeing clients increasingly enquiring about investments in renewable energy and other ‘green’ investments.
"Advisers are anecdotally telling us that, although such questions are asked, a majority of clients will only place this as a secondary consideration after financial performance.
"Nonetheless, advisers need to be building provision for such sentiment into their proposition."
CPD
Professional development - CPD and continual training - should also be planned out in 2023 to ensure advisers are attending the right session and reading the right material, Aldridge added.
He said: "There has arguably never been more quality training available for advisers and this is particularly true in the tax-efficient investment space."
