In this interview series, Professional Adviser speaks with a range of different planners from all corners of the UK about their typical workday.
This week, it's UNIQ Family Wealth managing director, Certified financial planner and Chartered wealth manager Marlene Outrim… What time does a typical workday start for you and what is first on the agenda? Usually, I start around 9.30am and it depends on the day as to what is first on the agenda. If it's a Tuesday or Thursday, these are kept as meeting days and usually no more than three clients a day. These can be in Cardiff, Bristol, or Abergavenny. Other days are kept for leadership meetings (Monday pm) and prep days, business matters or any ad hoc meetings. We work a four-day week...
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