In this interview series, Professional Adviser speaks with a range of different planners from all corners of the UK about their typical workday.
This week, it's Charles Stanley & Co director of financial planning Alex Price… What time does a typical workday start for you and what is first on the agenda? My day usually starts around 8:30 am and the first thing I usually do is check my emails and respond to any urgent client queries. On days without client meetings, when do you tend to do your ‘deep thinking' work? I tend to work best first thing in the morning, after a strong cup of coffee. What do you like to have achieved before stopping for lunch? Everyday I make a to-do list, by lunch I usually like to be at least ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes