It’s not the doors that block people in financial planning. It’s the invisible ones.
Clients miss life-changing opportunities because the path is hidden behind jargon, paperwork, or the fear of “bothering the adviser.”
Teams hold back because “candour” is talked about, but the real signals say: stay quiet.
And advisers? Too often they position themselves as the gatekeeper, not the guide.
The jeopardy is stark:
- Years wasted in hesitation.
- Futures shrunk by inaction.
- Clients left wondering if they missed their chance.
At Town Close, we designed against this.
- For our clients, the IFA isn’t a single individual. The whole team is the adviser. That means no bottlenecks, no invisible gatekeepers, no delays in seeing and acting on what matters.
- Inside our team, ownership and candour aren’t risky moves – they’re expected. No invisible cues saying “play small.”
This is where many advisers stumble. We don’t.
We make the doors visible.
We make them impossible to miss.
That’s how money becomes human.