Also applies retrospectively to 31 Jan
‘Ensure vulnerability is taken seriously’
Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.
Clients can both help businesses in post-Covid economic recovery and make good returns, writes Martin Currie, who takes a look at the landscape for Venture Capital Trusts and Enterprise Investment Scheme investors
Scams under microscope first
Clients of female financial advisers are more likely to want to increase their holding in sustainable funds over the next six months, Boring Money’s research has suggested.
Paid £27.8m in FSCS levy