No products, no intermediation and just £85 per hour. Has Simonne Gnessen, founder of Wise Monkey Financial Coaching, found a profitable way for IFAs to cater for the mass market? Rahul Odedra investigates...
After a decade as an IFA, Simonne Gnessen stripped away the products and intermediation (including the regulatory burdens) to help clients plan their futures and control their money. Now, having been...
And 36 ARs
203 advisers surveyed
30 years at the firm
Launched 18 January
'We Invest in People'
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers