The value of financial advice survey

Dear all,

My name is Daniel Lomas and I am undertaking a master’s degree in Finance at Bournemouth University. As part of my degree, I have arranged with an independent financial advisor (IFA) to undertake a consultancy project.

This consultancy was chosen due to the numerous challenges facing companies in the finance industry like this IFA. Therefore the aim of this consultancy is to consider and assess the commercial implications of this challenging environment and specifically to consider the commercial implications of the transition from a mixed remuneration business model to predominantly fee-based remuneration model.

Consequently this consultancy project is undergoing primary research which includes 6 interviews and 300 surveys to both potential and current clients of this IFA. These interviews and surveys will enable me to assess the perceptions of different individuals of financial advice. This is why I require only 3 minutes of your time to answer this short online questionnaire provided by clicking on the link below:

https://www.surveymonkey.com/s/MNY8SKW

All information provided in this survey will be provided on an anonymous basis and no personal information will be disclosed to other third parties for marketing purposes.

If you require further information or have any questions please do not hesitate to contact me on the following email address: [email protected]

Yours sincerely


Daniel Lomas