A new directory for financial advisers and planners is set to launch in the coming weeks. Here is how it will work...
AdviserBook is currently in testing and should be available to advisers in the next few weeks. It is the creation of IFA Ray Adams and has been developed by the team behind the CashCalc cashflow planning...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Tap into our community intelligence through our regular Pro Adviser poll.
- Be the first to hear about our events and awards programmes.
