Course content 

Dan Francis will be speaking about understanding financial products and will be providing a tour of typical advice needs at differing age cohorts, the products that are commonly used and how they suit these needs, things to look out for and consider and how a financial advisor can be a reliable and how the advisor relationship can be mutually strengthening for both client and solicitor. 

About the speaker

Dan Francis FPFS Certs (MP & ER)

Dan has over 20 years of financial services experience. He is a Chartered Financial Planner and has gone one step further to achieve Fellowship.
Dan is a later life specialist, and keen champion of Society of Later Life Advisors values being both SOLLA accredited and a Regional Coordinator for Norfolk and Cambridgeshire.