financial planning

‘It should not be based on speculation, always plan on current legislation’

More than half want to secure their current and future investment gains

The increase is in reaction to the financial and health shocks of Covid-19

Those without a detailed retirement plan have the lowest confidence

One charges more and want to work with young clients

UK household sentiment towards future finances weakest since 2009

‘'Too many issues to list'

AuM rises 9.2% to £56bn up to September