A small army of financial planners opened their doors and offered free advice to the all-comers during this year's Financial Planning Week. Professional Adviser spoke to ten to find out, is it worth it?
Perspective Planning director Shannon Currie This was the first real year we got involved. Interest in free financial planning surgeries was high, mainly in London, but we only spent about a day on it. The more the public see financial planners as people that are approachable and to be trusted, the better for us all. I am concerned we are becoming more remote from the people that do need financial planning [due to costs]. Uniq Family Wealth managing director Marlene Outrim We have had 12 enquiries for advice after promoting surgeries through the FPW website. One lady h...
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