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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
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
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