Tell us what you think about your financial adviser
Who do you trust to help you manage your money? Finding a financial adviser is a key moment in our financial lives and FT Money wants to hear about the relationship you have with the person who manages your money.
We are asking readers to complete a short, anonymous online survey answering questions about how you found your adviser, if you are satisfied with the quality of advice you have received — and how much you are charged.
We would also like to find out what financial concerns you are currently discussing with your adviser — whether that is how your investments are being affected by Brexit, or a specific issue such as whether to transfer a pension — and how satisfied you are with your adviser’s use of technology.
We are also interested to hear from readers who have considered getting a financial adviser, but have yet to choose one.
After completing the survey, you will be entered into a prize draw to win one of three subscriptions to FT.com.
The results will appear in FT Money, to coincide with the Top 100 Advisers report produced by our sister publication, FT Adviser.
To obtain a fuller picture of the consumer advice market, the FT has also devised a separate anonymous survey for financial advisers.
What are the issues your clients are most likely to need your help with? Has technology transformed the way you communicate with your customers, or do they still value the reassurance of face-to-face meetings? And what — if anything — are you doing to attract the next generation of clients?
The survey is anonymous, but on the final page it is possible to grant permission for the FT to feature your firm’s responses in the upcoming FT Money report.
Both surveys are open for submissions until November 14.
The usual terms and conditions for FT competitions apply.