Gould Financial Planning targeting younger clients to grow business

'Long-lasting relationships'

Sophie King
clock • 2 min read

Welsh advice firm Gould Financial Planning is looking to target clients as it aims to continue to grow its firm and expand its offices.

The Cardiff-based business's managing director Mark Redman (pictured) says the company is "actively" targeting younger professionals and investors in order to help them grow the firm. The advice boss believes the strategy will keep it "in touch" with the "technological and ergonomic" advances of the sector. "In line with our succession plan," he explains, "we are looking to grow our younger client base, to ensure we continue to build on our model of long-lasting relationships with our clients. "This has involved putting in place an advice and investment proposition that provides outst...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

UK inflation falls less than expected over March to 3.2%

UK inflation falls less than expected over March to 3.2%

Core inflation fell from 4.5% in February to 4.2%

clock 17 April 2024 • 2 min read
Financial implications to life events: What women need to consider

Financial implications to life events: What women need to consider

Divorce is an emotional process and advisers must adapt to client needs

Jenna Brown
clock 17 April 2024 • 3 min read
Senior female leaders can go the distance with 'right support'

Senior female leaders can go the distance with 'right support'

Female leaders in financial services urged not to ‘hit the exit button’

Jenna Brown
clock 17 April 2024 • 3 min read