Three-quarters (75%) of advisers have experienced a negative impact on gross revenues due to the Covid-19 pandemic, with a fifth forecasting a decline of at least 20%, research by the PFS and NextWealth has uncovered.
The Personal Finance Society's (PFS) and Next Wealth research found small firms with two to five employees have been hit hardest by the pandemic, with 83% of small firms reporting a decline in gross revenue....
Edinburgh-based wealth manager has £55m AUA
0.79% all-in cost
Six months' prep time
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