Two thirds (68%) of UK adults believe it’s important they leave an inheritance, but mortgage and rental costs are hitting their hopes of handing down a legacy.
Britons are woefully unprepared for retirement, with half saying they do not feel confident they will have financial freedom when they stop work.
Financial Planners play a unique role in the lives of their clients for many years so, for clients, losing their planner due to retirement or business exit, can be a challenging and disconcerting time.
Page 1 of 31