By better understanding how direct lending works and the role it can play for clients, writes Belinda Thomas, advisers can steal a march on their peers in the hunt for consistent and predictable levels of income
One of the more common tasks a financial adviser will face across the course of their career is to help clients achieve specific goals such as paying for their children's school fees or generating a steady...
Achievements, charity work and other happy snippets
Laughable excuses for persisting
Spent 56 years at Schroders
Warns on profits