The Initiative for Financial Wellbeing (IFW) has launched an educational wellbeing certificate to train advisers to help their clients become happier, not just wealthier.
The 11-week course is made up of six modules and online and offline work and will be delivered by Quiver Management, but IFW founder Chris Budd will lead the first module along with Bowen-Neilson. The...
Edinburgh-based wealth manager has £55m AUA
0.79% all-in cost
Six months' prep time
Searches on Square Mile’s Academy of Funds