Planners call for ‘value of advice’ campaign
- Tuesday, 09 June 2020
- Articles
More needs to be done to promote the value of Financial Planning advice to potential clients, an adviser survey has indicated.
Read more...Nicola Watts: Tracking the value of Financial Planning
- Thursday, 20 June 2019
- Comment
We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.
Read more...Financial adviser clients £40k better off than non-advised
- Thursday, 13 July 2017
- Articles
A new report by the International Longevity Centre UK (ILC-UK) has found that those who received financial advice in the 2001-2007 period accumulated significantly more "liquid financial assets and pension wealth" than their unadvised equivalent peers by 2012-14.
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