Helping clients reveal (and, often, discover) their real objectives
Advisers need to work on deeper relationships with clients’ children
‘Clients coming in do not understand they have a relationship with money’
Financial services still has work to do on equality and inclusion
'Thinking about money is a huge source of stress'
‘We're trying to upskill every adviser to have those deeper conversations’
IFW founder speaks at the PFS Festival of Financial Planning