Cash in Conversation: A poll for financial advisers

clock • 1 min read
Cash in Conversation: A poll for financial advisers

This poll aims to gather insights from financial advisors about their clients' cash holdings, the investment case for cash in 2025, and the role of cash in long-term investment strategies.   

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'Financial markets are increasingly pricing in a more benign inflation environment ahead'

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Links up with providers including Coutts, Nationwide and HSBC

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In-depth

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Changes to CGT would have ‘clear implications for wealth planning’

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IHT on pensions: Advisers on a new way of working

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‘It has shifted the timing and focus of conversations’

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