Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it so here Erica Hancock offers eight points for advisers to talk through
Conversations with clients about later life and dying can be difficult or uncomfortable and yet this is an essential element of financial planning. When your clients purchase a house, they consider all...
Third completed acquisition of 2018
March sales figures revealed
Three big drivers
No easy answers
Whatever the weather