Daily Archives: 23/09/2020


23

Sep 2020

Are financial advisors missing out on 1.2 million clients?

21% of Savers and Investors take some form of financial advice  Most Savers and Investors (72%) adopt the DIY approach to saving and investing, i.e. they manage all of their saving and investments totally themselves.  21% of Savers and Investors take some form of professional guidance and/or advice, of which  17% adopt the mixed or hybrid approach, combining self-management of some of their savings and...

Read More