Seeking the views of financial advisers in 2024
We're surveying financial advisers, paraplanners and financial adviser support staff to inform Platforum’s annual overview of the financial advice market. This is an opportunity to provide your opinions on the most important developments and trends in your industry.
Those who complete the 10-minute survey can download a free copy of the latest edition of Platforum's Choosing an Adviser Platform 2024 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.