Julian Marr

Investment

In conversation with advisers: What outsourcing tools do you use?

Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss what tools are used for outsourcing.

clock 06 September 2018 • 1 min read

Retirement

Adviser Champions video discussion: The LISA's pros and cons

With Ros Altmann, Adrian Boulding & Tom Selby

clock 16 June 2017 • 3 min read
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PA Awards 2025: Provider shortlists revealed!

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