Square Mile: Future of Advice Survey
Partner Survey for Financial Advisers and Paraplanners
30 Sep 2019
Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come – regulatory, technological, markets etc, it is important that advisers are prepared for the future.
Square Mile have launched a short survey
to find out the most important issues impacting your businesses – with the intention of using the results to help develop the most relevant services for you.
We would greatly appreciate if you could take some time to share your views, so we can establish any common themes, consolidate this information and of course share the final output.