Peter Lawrence spent 30 years in IT but last year launched his own IFA - Prime Time Financial - and is writing about his experiences. This month: Defining ‘client'
I wrote in April about the challenges of engaging with clients (making matters clear without overloading them with information.) I enjoy advising, and I think I’m getting better at it. But what I want...
Avoids paperwork with two-step process
Investment process will use machines
Mark Sterling accused of operating a collective investment scheme without authorisation
'Increasing engagement will only favour those prepared to put in the effort'