My holiday cover tips

Jason Butler, investment manager and branch principal, Bloomsbury Financial Planning: "At Bloomsbury we are quite unusual in that we look after all clients as a team and not as individuals. What this means in practice is that each client is assigned a dedicated financial planner who takes responsibility for co-ordinating their financial affairs (a maximum of 50 clients). The partners of the firm are drafted in to work on various aspects of the client's affairs as required such as trust, estate, taxation, advanced pensions, advanced investment etc. Every meeting that the planner ha...