Jeremy Mugridge: Adding new clients should be a family affair
Intergenerational wealth transfers set to surge

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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