Case study: Argyle Financial on platform adoption

On our website we describe a wrap as being similar to an umbrella which is put over a client’s assets and which allows a coordinated perspective of those assets. Last November, Jean and I took a moment to reflect on the image we had wanted to project seven years earlier and to find out whether the dream had been fulfilled. A bout of ill health was causing us to reconsider our future business plans whilst in the same month we sadly lost a client of over 25 years to motor neurone disease at the very young age of 62. When John first became a client he had just begun a career running a...