Jeremy Mugridge: Adding new clients should be a family affair

Intergenerational wealth transfers set to surge

Jeremy Mugridge: "Aside from the business perspective, this is an opportunity to close the advice gap and ensure more people are gaining valuable financial advice, which is vitally important at this point in time."
Jeremy Mugridge: "Aside from the business perspective, this is an opportunity to close the advice gap and ensure more people are gaining valuable financial advice, which is vitally important at this point in time."
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Bringing clients on board during the pandemic is a challenge for all advisers but should intermediaries be looking closer to home for fresh customers? Here Jeremy Mugridge explains why the family members of current clients are prime candidates for advice

With the announcement of further restrictions for six months businesses across the UK will be thinking about the implications. For many, including the advice profession, going back to working from home,...

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