The vast majority of your clients will value your advice and recommendations, but a few always think they know better. Rahul Odedra asks advisers how they cope with the know-it-alls...
A client walks in your door and excitedly tells you about a great investment opportunity he is keen to take a punt on. What do you do? It is a situation all too familiar to Mel Kenny, a director and...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created