After chairing the panel on fair pricing in financial services at PA360, Tim Sargisson discusses what advisers can do to make sure they are being as efficient as possible in these uncertain times...
Many thanks to Professional Adviser for organising another excellent PA360 event - Advising in a post Covid-19 World. To reflect the ‘new normal' the annual trek to The Brewery in London's Chiswell Street was substituted for the comfort of the home office and a virtual conference. For my part, I was delighted to have the opportunity to chair the panel on Fair Pricing in Financial Services. Joining me for the discussion was Chris Daems of Cervello Financial Planning, Kerry Nelson of Nexus Independent Financial Advisers and Nick Evans-Rakowski of Schroders Personal Wealth. The sessio...
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