Financial planning is all about creating a clear path to identifiable objectives, writes Chris Budd, one of the IFW’s five pillars of financial wellbeing. Here, he looks at the challenge of helping clients work out what will make them happy…
When we ask clients to think about what will make them happy, we are asking a question that is laden with problems. There is the difficulty in envisaging our future selves. There are also expectations...
Edinburgh-based wealth manager has £55m AUA
0.79% all-in cost
Six months' prep time
Searches on Square Mile’s Academy of Funds