How do you demonstrate real value to a client?

In episode two of the ‘Challenging Assumptions’ podcast, Dynamic Planner’s Chris Jones and Citywire’s Ian Horne are joined by Steve Braidford, managing partner at Parkgate Financial Services. We break the advice process down into various parts and features, and attempt to pinpoint where the true value of planning really lies.

Financial planning can be incredibly valuable for people from all walks of life, but how should we communicate that value? There is a sizeable advice gap, and indeed an affordable advice gap in the UK, which suggests that more can be done to champion advice.