Advisers need to work on deeper relationships with clients’ children
Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth
Clients told to capitalise on abolition of lifetime allowance
Advisers ‘busier than ever’ as face-to-face meetings make a comeback
New product aiming to help firms with the protection gap
‘Step out of the shadow’
She joined Quilter in 2018
'Communication is key'