Financial planning, as many advisers would say, is where the real value lies for clients, but are clients willing to pay for it? Carmen Reichman finds out...
What do these two scenarios have in common? 1) "And my recommendation is… do nothing, you are just fine. That's £750 please." 2) Adviser: "I'd recommend you invest in x." Client: "On reflection,...
Ahead of December deadline
Advisers should reconsider process
In preparation for December deadline
CISI Financial Planning conference
Lost to Labour's Mick Whitley
Landslide win for Tories