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

Titan Wealth to provide financial education to pro cricketers

Titan Wealth to provide financial education to pro cricketers

Professional sport comes with 'a very different financial journey'

Laura Miller
clock 16 September 2026 • 2 min read
CII New Gen group takes on young adviser shortage

CII New Gen group takes on young adviser shortage

Hollee Vivian launches initiative with adviser peers

Isabel Baxter
clock 15 September 2026 • 4 min read
News editor's view: The advice profession is getting bigger, but is it getting better?

News editor's view: The advice profession is getting bigger, but is it getting better?

The news editor's Friday Night Takeaway from 11 September

Isabel Baxter
clock 11 September 2026 • 3 min read