Tag Archives: Future of IFAs Fees

The future of UK paraplanning is already here…

The future of UK paraplanning is already here, it is just currently based in Australia.   I have recently had the good fortune of mixing a trip to Australia to catch up with family and look in on a couple of the mega paraplanning businesses based in Perth Australia.   Before going into further detail … Continue reading The future of UK paraplanning is already here…

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Working With a Professional Financial Adviser – Part 1

A recent report by the International Longevity Centre UK (ILC) (read in full here) concluded that people who worked with a professional financial adviser were a very impressive £47,706 better off over a 10 year period. This value was made up of an increase in overall asset values including accumulated pension wealth. Yes, the above … Continue reading Working With a Professional Financial Adviser – Part 1

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Future of IFAs Fees…

Muses on the future of IFA fees, adviser/client meetings, and paraplanning We get to speak to many different independent financial advisers (IFAs) on a regular basis and it never ceases to amaze us how many are trying different ways to improve the service they offer their clients, especially with regard to the future of IFAs … Continue reading Future of IFAs Fees…

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