Effective instructions to protect their wealth after their death are a vital element of long-term financial planning so here Scarlett Musson runs through danger signs to beware when recommending will-writers to clients
Q: I've worked as a financial adviser for more than 40 years, and have a number of clients I have supported through many of the major milestones of their lives. I have always encouraged clients to think...
Subset of fintech
Just one-fifth not in favour
Member of PRA's practitioner panel
Risk to retail investors