Why we’re supremely confident about the future of the financial planning profession

Let start with a personal opinion. One you may not agree with but I’m going to share it with you all the same.

We think the future of the financial planning profession is brighter than it’s ever been.

It’s interesting.

If you consider how financial planning and advice has changed over the years it’s certainly gone through a journey.

We’ve journeyed from ‘product selling’ through to a consultative approach.

We’re moved through to a culture of greater transparency with clients getting better value than ever before.


Many firms are utilising technology, in conjunction with their expertise, to deliver solutions designed to deliver exceptional service.

It’s fair to say that our profession ain’t what it used to be. However for those firms who embrace the challenge and the change and build on what is fantastic potential I believe the future is fantastically bright!

However one part of our journey is making sure that we work with people who believe the same as us.

That’s why when we bring advisers into our business it’s important they share our values, are happy to collaborate to deliver a better service and are always more enthusiastic about the future instead of nostalgic about the past.

After all we believe the future of the financial planning profession is as bright as it’s ever been.

How about you?

To explore how we’re currently building our team at Cervello and how you could be a part of that journey please don’t hesitate to contact us on 01708 606202. Alternatively, you can email us at cassiedaems@cervellofp.co.uk


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