We ask advisers for their tips on managing clients when they go on holiday...
Steve Laird, principal, Carrington Wealth Management: "We are a small business but I have a paraplanner colleague in the office and we make sure that we are never both away from the office at the same time. He has just returned from a holiday in Turkey. He knows all of my clients and is more than capable of dealing with anything that’s likely to come up. I make sure that my clients all know that I’ll be away and that anything urgent is completed, as far as possible, before I go. That said, I’ll be in holiday at my apartment in Spain with my family and so, as we have expat clie...
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