Financial Planning Survey 2025
We’re surveying financial advisers, paraplanners and other financial adviser support staff on your firm’s financial planning processes and the technology your firm uses to implement those plans.
Those who complete the 5-to-10-minute survey can download a free copy of Platforum's Choosing an Adviser Platform report, which supports platform selection and due diligence.
In addition, you will be eligible to enter a prize draw to win one of four £50 Amazon vouchers*.
For more information, please contact Lottie Bussell-Ahern.
For more information, please contact Lottie Bussell-Ahern.