Your profession

Set up through the ValidPath network

Important to consistently evaluate your tools for value and gaps

Interest rates remain the same

Expects to open online portal in early 2025

'Don't lecture or school younger clients. Advisers should be able to listen and guide'

Average minimum portfolio size now at £117,000

Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning

Brings Titan Wealth’s AUM to approximately £35bn

Improving digitalisation, integrating AI and compliance

There are plenty of ways the advice industry can help women on their financial journeys and alleviate some of the disadvantages of those gaps.