Planners diversify to offer wider services - survey

Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.

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Planner confidence hit as cost of living crisis bites

Financial Planners’ confidence about the next 12 months has taken a dive as clients are faced with the dual impact of low investment returns from bumpy markets and soaring inflation, according to our annual Financial Planning Reader survey.

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Free Prize Draw with our Annual Financial Planning Survey

Our 2022 Financial Planning Profession Annual Survey is now open and gives Financial Planners, Paraplanners and Wealth Managers a unique chance to share their views about the profession and potentially win a £50 M&S gift voucher - with 5 to win in the next few weeks.

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Just 1 week left to take part in our 2021 Survey

There is just 1 week left to take part in our 2021 State of the Profession Survey and potentially win an M&S gift voucher - with 10 up for grabs.

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