3.1m more would consider taking financial advice - survey
- Thursday, 11 May 2023
- Articles
A new survey suggests that potentially 3.1m more people would consider paying for financial advice but many are held back by a lack of trust.
Read more...Editor’s Comment: A planning gold rush?
- Friday, 28 April 2023
- Articles
For as long as I’ve been writing about Financial Planning, several decades now, people have been fretting about the 'fact' that the average age of a Financial Planner is 105 (ok a slight exaggeration) and many planners are ready to quit, leaving an empty shell of a profession.
Read more...Half of Planners looking to sell in next 5 years
- Thursday, 27 April 2023
- Articles
Over half (51%) of Financial Planning firm owners said they expected to exit or sell their business within the next five years, according to new research.
Read more...Scrapping LTA may fuel pension 'estate planning'
- Tuesday, 25 April 2023
- Articles
Financial advisers and Paraplanners believe more clients will use pension pots to pass wealth on to dependants after the abolition of the Lifetime Allowance (LTA), according to a new survey.
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