‘You should remember that the UK is a nation of skim readers’
‘Depends on the person and if they want the client-centric element’
‘You have to proactively seek engagement and understand them’
‘It should not be based on speculation, always plan on current legislation’
Sense Network receives BareRock’s ‘first ever’ Club 20 membership
Aims to expand its network’s offering to high-net-worth individuals
‘Clients may choose Teams even if face to face happens every two years or so’
‘Clients overlook major sources of value from advisers’
Demand for social media influencers who specialise in finance drops by 13%
First deal since the firm received PE backing from Coniston Capital