We want to hear from readers: Financial Planners, Paraplanners, Wealth Managers, IFAs and others working within the Financial Planning profession on a range of subjects. There's a £60 Amazon gift voucher on offer to three lucky readers who take part in our prize draw too.
To take part in our 'State of the Financial Planning Profession' survey just click on the link below and follow the instructions. The survey should take no more than 5-10 minutes.
All answers will be treated anonymously and confidentially and only used as part of aggregate data.
We will ask questions such as your expectations for the growth in the number of Financial Planners. Will they be boosted or will they shrink? Will your firm be increasing its staff in the coming years?
How do you think platforms are performing and how is the role of Paraplanners changing?
What is your biggest concern in your business currently? For example is it: complying with Mifid II or the
consequences of FAMR?
The results will be out in mid-July and will be analysed as part of a major cover feature on the State of the Financial Planning Profession in the next issue of the magazine as well as online too.
Many thanks in advance to everyone who takes part and we hope you enjoy participating in this unique research.