PA360: The need for a financial plan 'has never been higher'

‘It needs to be done in a different and innovative way’

Isabel Baxter
clock • 2 min read

The need for a financial plan and advice has never been higher, delegates heard.

Speaking at PA360 today (25 April), Chartered Institute of Securities & Investment (CISI) chief executive Tracy Vegro stressed that the demand for advice is incredibly high.   "The need for a plan and a need for advice has probably never been higher."  Vegro also highlighted that the diversity of those entering the profession and those retraining to enter the profession "is outstanding".  "It is vital for the professional to move in in different and innovative ways," she added.   "Financial planning has a range of different needs to meet."  Vegro continued...

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