FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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South West-based firm
Taking place virtually March 2021
Mike Barrett takes a look at the ways advisers and platforms have adapted and coped with a rapidly changing world in 2020 - and then takes a look at what 2021 might have in store...
Checking it twice...
'Pension graveyard'
One adviser left stunned
'Rebuild bridges'
Lost money through a UCIS
Couch to 5k
Put 'money where his mouth is'