Institute for Financial Wellbeing

Chris Budd explores the accumulation of wealth

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