Research open only to UK financial advisers/planners

Would you help us with this research - should only take a couple of minutes - and we will enter you for a draw to win a £250 Amazon Voucher. Many thanks for your assistance.

Question Title

* 1. Which of these Guide subjects would you be interested in?

  Very interested Interested Not of interest
Business Relief
The rise of alternative retirement products
Using natural income effectively
Estate Planning
Structured Products
Individual Protection
The use of Investment Bonds in financial planning
SEIS
VCTs
Smoothed Funds
Retirement - decumulation
Investing in Cypto currency
IHT
MPS v Multi Asset v DFM
Retirement - accumulation
Tax Efficient Investments ( alternatives )
Intergenerational wealth planning
Private Medical Insurance
Sustainable Investing and ESG
EIS
Corporate Protection

Question Title

* 2. Which of these areas concerning your business and advice process are of interest for an Adviser Guide?

  Very interested Interested Not interested
Advising vulnerable customers
Building a profitable client centric advice process
Consumer Duty
Client Segmentation
Cashflow Modelling
Business Development Ideas for your practice
Communication with clients on advice issues
Integrating AI, Automation and enabling technology
How to re-platform painlessly
Suitability processes
How to reduce the "advice gap" and make a profit

Question Title

* 3. So we can enter you in our prize draw to win £250 in Amazon Vouchers please state your name and business email

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