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Financial Planning Week: Industry myths that need to be busted

With Financial Planning Week taking place from 22 to 28 January, Professional Adviser explores what myths about the advice industry need to be ‘busted’… ....

United Kingdom , Matt Routledge , Tom Evans , Gemma Darcy , Richard Watkins , Elena Patel , Karen Ritchie , Institute For Securities Investment , Chartered Institute , Financial Planning Standards Board , Financial Planning Chartered , Continuum Chartered , Ritchie Financial Planning , Financial Planning , New Year , Planning Week , Financial Planning Week ,

Advisers must probe the 'why' in clients' financial decisions

The core of financial planning is understanding the “why” behind clients’ financial decisions, according to Chartered financial adviser Lena Patel. ....

Ben Alcock , Professional Adviser , Continuum Chartered , Serena Patel ,