The survey is open to Financial Planners, Paraplanners, Wealth Managers and IFAs - and those working in these firms - and will help us to take the pulse of the Financial Planning profession and find out how firms are coping with the pandemic.
The survey will be closing soon so take part today.
There are 5 x £40 M&S vouchers up for grabs. Readers will also get access to the survey results.
Apart from helping us assess the health of the Financial Planning and Paraplanning professions the survey is also a good chance to air your views on the key challenges facing the sector. Your views will also help us give you an even better service.
To take part click the button below - or the link at the bottom of this article.
Financial Planning editor Kevin O'Donnell said: “The survey will give us an invaluable insight into how the Financial Planning profession is doing and the results, to be published in Financial Planning Today magazine, should be fascinating.”
No data will be passed to any 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.
To take part click below: