Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.
Catch up on the discussion
With Clare Moffat and Sally Beresford
Technology ‘core’ to improvement but takes time
‘Creating a culture where everyone thrives’
‘Where do they go if there’s no opportunity for them’
‘LOAs could be really magical’
Catch up on the discussion
Key message is ‘not to panic’
Advisers moving away from ‘one size fits all' MPS solution