Referral website VouchedFor has released an update to its online financial plan app which gathers more detailed client information before passing calculations to advisers.
The update gives potential clients the chance to input a range of information which forms a ‘beta' financial plan advisers can then build on. The update is part of the firm's free financial plan offer...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019