Journey to Financial Freedom Guide
The financial advice process can be a tricky one to explain.
Our guide, Journey to financial freedom: Mapping the advice process provides an easy-to-understand overview of what to expect when seeking professional financial advice. The 11-page document covers topics that include terms of engagement, financial plan preparation, construction and implementation.
We’ve also thrown in some handy statistics and reinforced the standards that advisers are required to maintain.
Taken together, we hope the information helps to get across the important role that financial advice can play.
Register below for your copy.