Breaking the mould: How one adviser profitably serves younger clients

Breaking the mould

Work to Live Financial Planning founder Ian Richards: “I believe there is massive value in financial planning for clients of my age with homes, children, businesses.”
Work to Live Financial Planning founder Ian Richards: “I believe there is massive value in financial planning for clients of my age with homes, children, businesses.”
  • LinkedIn  
0 Comments

Ian Richards thrives in a market most advisers stray away from – at 37 years of age, he works with clients of his own generation.

After cutting his teeth at several firms, including Close Brothers Asset Management, the Warrington-based Chartered financial planner branched out on his own to launch Work to Live Financial Planning in...

More on Your profession

More news