Stephen Trenholm
Regulation
PARTNER INSIGHT: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?
30 May 2018
•
1 min read
Most read
01
IFAs and clients 'misaligned' on value of financial advice
19 November 2024
•
2 min read
02
From photography to advice: Laura Laws on capturing clients' hearts
21 November 2024
•
4 min read
03
Half of industry rejects shift to four-day work week
20 November 2024
•
2 min read
04
Farmers and IHT: Why the chancellor's methods are wrong
21 November 2024
•
5 min read
05
How advisers should approach inheritance planning with clients
22 November 2024
•
4 min read
