Advisers are often advised to hone down their client base and focus solely on high net worth clients, but, in doing so, are they missing the chance to tap into a potentially lucrative market?
MANY advisers are, we are told, increasingly segmenting their client bases and focussing exclusively on high net worth clients. Some might call this a risky strategy whilst others might suggest it makes...
Joined as head of strategy, multi asset, in June
Group income protection
Nine in 10 do not have income protection
Set to become part of Single Financial Guidance Body