A new directory for financial advisers and planners is set to launch in the coming weeks. Here is how it will work...
AdviserBook is currently in testing and should be available to advisers in the next few weeks. It is the creation of IFA Ray Adams and has been developed by the team behind the CashCalc cashflow planning software. Speaking to director of marketing consultancy The Yardstick Agency Phil Bray, Adams explained the theory behind his creation: "AdviserBook is an online directory and the first definitive directory of all regulated financial advice firms in the UK. "Firstly, it wants to help stop scams. Too many unsuspecting clients are utilising the services of non-regulated financial adv...
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