Financial Advice- Challenge and Opportunities Report - Providers

Thanks for requesting a copy of our major research report Financial Advice  2019 – Challenges and Opportunities.
This is a substantial 68 page document full of valuable insight from 254 advisers. The research was undertaken in response to the FCA Call for Input to their Advice Review and captures advisers views and direct comment on regulation, the value of advice, technology and much more.
This is independent research - no provider or other third party was involved in the process. Please complete the following information and note your details will be used to send you the Research Report and Adviser Home may make contact with you. Your details will not be shared with any third party. 
If you would like to discuss please contact in the first instance John Enos - [email protected]

Privacy Statement

  1. Adviser Home is committed to protecting your privacy and maintaining the security of any personal information received from you. We strictly adhere to the requirements of the data protection legislation in the UK.
  2. The purpose of this statement is to explain to you what personal information we collect and how we may use it. By registering to join Adviser Home and access the services available within the Adviser Home website (the "Site") and by using the Site generally, you agree to the principles set out below.
  3. We use your personal information to notify you of new features and changes to the website, to send you Adviser Home emails, to update you about new products and services from Adviser Home and our Partners, to conduct research and to enable us to conduct surveys and aggregate user profiles. We may also use your personal information for the purpose of providing, running and maintaining the 'Adviser Calendar'.
  4. We do not sell, rent or exchange your personal information with any third party for commercial reasons, beyond the essential requirement for credit/debit card validation during purchase.
  5. We follow strict security procedures in the storage and disclosure of information which you have given us, to prevent unauthorised access in accordance with the UK data protection legislation.
    We do not collect sensitive information about you except when you specifically knowingly provide it. In order to maintain the accuracy of our database, you can check, update or remove your personal details by contacting us directly via email ([email protected]) or by reviewing your profile and updating it via the website.
    We use a technology called "cookies" as part of a normal business procedure to track patterns of behaviour of visitors to our site. A cookie is an element of data that our Website sends to your browser which is then stored on your system. You can set your browser to prevent this happening. Any information collected in this way can be used to identify you unless you change your browser settings.
  6. In order to process credit/debit card transactions, the bank or card processing agency may require to verify your personal details for authorisation outside the EEA (European Economic Area). Your information will not be transferred outside the EEA for any other purpose.
  7. If you have any questions about privacy please email us at [email protected]
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