The introduction of these new sessions comes after Director Rikesh Bhatt noticed that he was regularly asked questions at networking events by business owners or those approaching retirement that don’t always initially require a full meeting.
“In our profession we often discuss “The Advice Gap”. This is the gap between UK adults that could benefit from advice compared to those that have access to a financial advisor/planner. The most recent Financial Conduct Authority (FCA) report states that only 8% of UK adults have access to regular financial advice!”
“As we continue to grow, we want to do more to help business owners and those approaching retirement. We want you to have the ability to speak with an advisor and get some guidance”.
These complimentary sessions can be held online or in person and can be booked using the link here.