Nicola Watts: Tracking the value of Financial Planning

We’re currently working on how we can demonstrate and track the value we add for our clients – although we know we add value, it’s difficult to put numbers to without some serious spreadsheet activity.


Financial adviser clients £40k better off than non-advised

A new report by the International Longevity Centre UK (ILC-UK) has found that those who received financial advice in the 2001-2007 period accumulated significantly more "liquid financial assets and pension wealth" than their unadvised equivalent peers by 2012-14.

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