We're taking the pulse of the Financial Planning profession
Our 2025 Financial Planning Today Reader Survey is now open to all Financial Planning, Paraplanning and Wealth Management / IFA professionals.
The annual survey will take the pulse of the profession and provide unique and powerful insights into the health of the sector.
As a thank you for taking part here is an optional prize draw to win a £50 M&S Shopping Voucher - with three to win - plus we're donating money for every completed survey to the Trussell Trust which does valuable work supporting UK foodbanks.
All eligible respondents who complete the survey can enter the Prize Draw and taking part will mean a £2 donation for each completed survey (maximum donation £250) to the Trussell Trust. Terms and conditions apply. Just click the link below to find out more and start the survey.
• Financial Planning Today - Reader Survey 2025 - Click Here to take part
The survey is open to Financial Planners, Paraplanners, Wealth Managers and IFAs - and professionals working in these firms. Participants and registered readers of Financial Planning Today will be able to read the results of the survey in an upcoming issue of Financial Planning Today magazine.
Financial Planning Today Editor Kevin O'Donnell said: “Our annual Financial Planning Reader Survey is a great chance for readers to share their views on the health of the profession and key issues too. You can take part in the survey now by clicking the link above. The survey will only be open for a short term so now is the time to take part.
• No individual data or responses will be passed to, or shared with, third parties and the results will only be shared in aggregate when the survey highlights are published in Financial Planning Today magazine, with highlights on Financial Planning Today website. The survey is open only until 30 June so do not delay.
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