Protection advice has "never been as relevant as it is today" when it comes to wealth management, delegates at PA360 heard yesterday.
The question "what if something goes wrong?" is one that all advisers should be asking clients when discussing financial planning aspects such as self-invested personal pensions (SIPP), ISAs, property,...
Follows acquisition of BlackRock's DC platform
‘In the know’
£116.8m of benefits received by customers
Spent 13 years at JPMAM
Headed by Ben Palmer and Edward Park