Many advice firms are experiencing the impact of Covid-19 differently and in Scotland a stricter lockdown means advisers may spend more time away from clients. Claire Tyrrell speaks to a Glasgow firm about how the pandemic is impacting them and how they are continuing to grow the business during lockdown...
McCrea Financial Services attributes its growth to client referrals, which have become difficult to obtain during lockdown. But the Chartered IFA's managing director Douglas McCrea says it has still managed to attract about two new clients a week to the firm. McCrea, who launched the firm in 1999, explains some of the ways lockdown has impacted his business. "The number of client referrals has fallen - it was 20 roughly we would get a month but what's happened with is we're down to seven, so it was noticeable. Whether it was because people couldn't see you or they were worried about o...
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