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'Most firms are now heading in the right direction with their vulnerability processes'

'If only life was that easy'

Set up through the ValidPath network

Firm has raised £650 for Let’s Feed Brum

Important to consistently evaluate your tools for value and gaps

Interest rates remain the same

Expects to open online portal in early 2025

'Don't lecture or school younger clients. Advisers should be able to listen and guide'

Average minimum portfolio size now at £117,000

Lindy Kroese joins from Balance Wealth Planning