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

Andrew Goodwin: It's time for advisers to think differently about innovation

Andrew Goodwin: It's time for advisers to think differently about innovation

'Ours is still a profession that rightly places enormous emphasis on the human touch, relationships and trust'

Andrew Goodwin
clock 04 July 2025 • 4 min read
Altus' Holford urges advisers to reframe concept of advice gap

Altus' Holford urges advisers to reframe concept of advice gap

Traditional models of value, service and delivery are being challenged

Sahar Nazir
clock 04 July 2025 • 2 min read
PA Asks: Do you keep in touch with clients when on holiday?

PA Asks: Do you keep in touch with clients when on holiday?

Plus, targeted support worries and BDMs

Professional Adviser
clock 04 July 2025 • 1 min read