Bree Wealth director, financial coach and IFA Julie Flynn has launched a financial coaching business to support women get financially back on track after losing their partner.
Ebb & Flow, launched in September, supports women whose husbands or partners have died to make a new financial plan to help them manage money with confidence. Customers will be offered a 12-month plan...
Edinburgh-based wealth manager has £55m AUA
0.79% all-in cost
Six months' prep time
Searches on Square Mile’s Academy of Funds