Within the same research 85% of people agreed that
having a plan in place helps to ease worries and anxieties. This certainly
chimes with our experience of delivering financial education combined with individual
planning. People do not want, nor often
need, financial products. They need
reassurance, they need challenge, they need strategy.
With banks rapidly removing themselves from the
advice space there is a desperate need for financial education. Employers can help fill this void by
partnering with a Chartered Financial Planning firm like BROADSTONE who
specialise in strategy not product sales.
The results can be very impactful and lead to a more focused and
productive workforce.
Telephone: +44 (0)20 7893 3456
Matthew Brown
Regional DirectorTelephone: +44 (0)20 7893 3456
Email: getintouch [@] broadstoneltd.co.uk
No comments:
Post a Comment