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Multi-Asset Review
ESG

Talking Heads: Why offer free 'taster' sessions in Financial Planning Week?

Three advisers have their say …

"We hope to spread the message that everyone needs a financial plan, regardless of their age or wealth."

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As Financial Planning Week 2017 kicks off, three experts explain why they and their firms are offering free one-hour 'taster' sessions to potential clients and the key messages they will be looking to get across

The Chartered Institute for Securities & Investment (CISI) has brought back free one-on-one money management consultations for Financial Planning Week, which runs from today to 12 May. More than 40 firms...

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