Article preview: A recent survey carried out by Lloyds and Schroders identified that nearly one in five people would prefer a visit to the dentist than a visit to their financial planner. We all know the benefits to our health of visiting a dentist regularly, but what about the benefits to our wealth of visiting a financial planner? It seems that the financial planning profession needs to do much more work to make visiting your financial planner more palatable than the regular trip you schedule to your dentist! In the survey, over a quarter of those people asked said they would feel uncomfortable seeing a financial planner.
Your Financial Planner will see you now
This 488-word blog post explains why a lot of people would prefer a visit to the dentist than a meeting with a financial planner, and what to expect from the latter. Written on 15th November 2019.
Your purchase gives you rights to publish this blog post on your IFA, financial planner or wealth manager website blog, news or insights page, along with access to the text of the blog post to copy and paste into your blog. You can publish this blog as written or edit it before publishing, and you can post it under your name.