Helping business owners secure their personal financial futures
Increased regulation and paperwork ‘takes too much time’
‘Advisers need to make sure they actually talk through it with them’
‘This will transform your conversations with clients’
‘They have to stay relevant, so clients don’t outgrow your service offering’
Why do so many IFAs find the idea of setting up their own firm so irresistibly appealing?
Lawyer discusses Court of Appeal ruling
‘Definitely social mobility in the profession’
'Engaging directly on vulnerability is new and still feels quite alie'