The majority of clients say that being a Chartered financial planner is “essential” to their decision around which adviser they choose, Fairstone finds.
The consolidator conducted a survey among its clients, with results yesterday (3 November) showing 79% feel it is vital to choose a Chartered planner. "Talking regularly to our clients is an essential part of our approach as it helps us to recognise what they think about financial services," said chief executive Lee Hartley. "It gives us a unique insight into their thoughts, patterns, and behaviour and what shapes their decisions around investing, retirement and financial planning." Survey respondents were also asked for their views on sustainable investing, the importance of starting...
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