Professional Adviser Magazine has just revealed the results of its latest consumer poll. The subject this time was what concerns financial planning clients have currently.

This was the list :

  • Cost of Living
  • State of the economy
  • The recession
  • The effects of inflation
  • Interest rates
  • Broader geopolitical issues
  • The world as a whole!
  • Investment performance
  • Buying power
  • Fiscal policy
  • Changes to Inheritance tax and the Lifetime Allowance
  • Not much!

It’s no surprise that there was general consensus around the cost of living, inflation and market returns.

If you share these concerns please speak to us – we may be able to help.        01733 314553