A year on from its introduction, Andy Zanelli, head of retirement planning at AXA Wealth, considers the key value adding factors of an advice firm post-RDR
The more I think about it, the more I think that the world of financial planning is much like our home and needs to be developed, extended and protected in order to reward us in the future. We have all read about increasing longevity, the end of final salary pension schemes and changes to the state pension due to roll out in 2016. But what can be done in real terms to improve the value of an investment portfolio and what similarities can be drawn to the homes we live in? Kerb appeal First impressions are always important for any house to make sure it stands out from the crowd. With ...
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