Placing life insurance policies for HNW clients
All the parts of the chain must work together seamlessly
Taking a longer-term view on falling asset prices
'The next government needs to take a step back from political rhetoric'
All parties now have an obligation to consider the value of their proposition
'Hardest part of our job is telling the client what they don't want to hear'
Decisions need to be framed by the individual's circumstances
‘Properly structured, these arrangements can benefit everyone’
Many advisers are trying to win over and retain more younger clients
'Money should be our servant, and not our master'