Much as she might dislike the label, Laura Suter is a millennial and that means her expectations of a financial adviser are going to be significantly different to those of her parents
At some point I am going to need a financial adviser. Sadly, my wealth is too small to trouble the door of most at the moment but I would plan to in the future - both for tax-planning help and also because,...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced