Don't follow the crowd...

Discussion with Financial Adviser of the Year, Anna Sofat. What are your views on risk and retirement? Have you been checking your profile statistics?

02 May 2014

'Don't follow the crowd' Financial Adviser of the Year 2014 winner, Anna Sofat, discusses what she's found works well when speaking with the press, how she engages clients and the advice she wishes she'd been given at the start of her career.  Read the full article.

Your views on risk and retirement

We're currently running a survey looking at attitudes to investment risk and retirement planning, and would like to hear your views.  Take part in the survey

As always with our surveys, we look to use the results to form part of any upcoming PR activity, enabling us to continue our campaign in promoting professional advice to consumers.

Have you logged on lately?

Have you been regularly checking your profile statistics?  Log into your account now to find out:

  • Profile views you have received
  • Times you have appeared in a search listing
  • Call-back requests you have received
  • Email-me-back requests you have received
  • Your social media views
  • Your website views

And don't forget!  If you want to see those statistics increase each month, complete as much of your profile as you can to make it stand out on  Update your profile.

And the winners are…

Congratulations to Jonathan Plant and Jon Perry, who are both the lucky recipients of £100 in Amazon vouchers each!  And a big thank you to everyone who took part in our customer service survey.  We hugely appreciate your feedback, which we use to improve the services we offer you and help plan new developments.


The team

Category: Retirement

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