Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning – with many changing their retirement and wealth transfer plans, according to a new survey. The study by wealth manager Charles Stanley, which interviewed 203 IFAs, also found that worried clients were contacting their advisers outside normal working hours to seek reassurance. More than […]
Do you know that the economic system is fast demanding entrepreneurship? Further, the way new and new retail formats are emerging, new developments are taking place throughout the globe, it becomes imperative for any retail organization to systematically plan for the training program aiming at increasing the knowledge, skills, abilities and aptitude of employees to […]
West Country-based Financial Planning firm Old Mill is planning to expand and recruit more Financial Planners in 2021 following the completion of a three year restructuring programme. Old Mill head of wealth management and Chartered Financial Planner Paula Hodge talks about the firm’s plans in an exclusive article in the latest issue of Financial Planning […]
