Nucleus has launched the first in a series of podcasts allowing advisers to share business thoughts and experiences.
Ward Mitchell director Steven Mitchell discusses wrap and the role it will play in the future of his own firm and the IFA sector. Mitchell discusses how the firm selected the appropriate platform and how the wrap was implemented. He also looks at some of the wider issues facing IFAs including ongoing client service and the importance of a strong balance sheet. “The financial advice market in the UK is on the cusp of serious change and wrap, and what it stands for, will be very much at the centre of that change,” Mitchell says. “Having spent two years monitoring the development of the wra...
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