Share your views – and you could win a £50 M&S voucher

The survey gives Financial Planners, Paraplanners and Wealth Managers a unique chance to voice their opinions about the profession and tell us how their firms are faring.

As a thank you for completing the survey we are offering entry to our prize draw to win a £50 M&S gift voucher – with 5 to win in the next few weeks.

The survey is open to Financial Planners, Paraplanners, Wealth Managers and IFAs – and those working in these firms – and will help us to take the pulse of the profession.

The results will be published in an upcoming issue of Financial Planning Today Magazine so you can see what the profession thinks and check the state of Financial Planning in 2023.

All eligible respondents who complete the survey can enter the optional Free Prize Draw. Terms and conditions apply.

Just click the link below to start the survey.

Financial Planning Today – Reader Survey 2023 – Click Here to take part

There are 5 x £50 vouchers to win in our prize draw and respondents will also gain access to the survey results when they are published.  

Financial Planning editor Kevin O’Donnell said: “Our Annual Financial Planning Survey is very widely read and influential so it’s a great chance for Planners, Paraplanners and Wealth Managers to tell us how they are doing and where the profession is heading. The prize draw is also an added incentive and the vouchers can be spent on anything at M&S.

“You can take part in the survey now by clicking the link on this page. The survey will only be open for a short term so now is the time to take part.”

• No individual data or responses will be passed to any third parties and the results will only be shared in aggregate when the survey highlights are published in Financial Planning Today magazine, with highlights on Financial Planning Today website.

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