Trust is key when looking for a financial adviser, CISI finds

This is according to research conducted in 2023 which found that 60% of respondents labelled valuing someone they can trust as the most important factor when seeking a financial planner. It also found that advised women experience and perceive a significant value in financial planning (71% vs 74% men) compared to the unadvised. This research by the CISI comes ahead of Financial Planning Week 2024 which will take place from 22-28 January, which will focus on busting myths around financial planning and encouraging conversation around finances. CISI assistant director of UK business d...