Reputation is key when selecting an adviser say clients
- Thursday, 07 March 2024
- Articles
Adviser clients say that “reputation and credibility” were their key factors when choosing a financial adviser, according to a national survey of 2,100 consumers.
Read more...Consumers rate gambling over financial advice
- Wednesday, 10 February 2021
- Articles
UK consumers are twice as likely to play the lottery than they are to speak to a financial adviser to try to improve their finances, according to a new study.
Read more...35% of Britons have never reviewed retirement savings
- Tuesday, 24 November 2020
- Articles
Over a third (35%) of Britons have never reviewed their retirement plans and 29% fear they will be short of money when they retire, according to new research.
Read more...Editor’s Column: Festival loss will leave some adrift
- Friday, 10 July 2020
- Comment
This year, at least since March for obvious reasons, has been a wipe-out for Financial Planner events culminating in the postponement of the Personal Finance Society’s much-anticipated Festival of Financial Planning.
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