17 Mar It's Never Just About The Money Posted at 09:03h in Behaviour, Clients, Goals, People, Value Share I was in the office recently and had a fascinating meeting with one of my favourite clients (fellow Liverpool FC supporter 😊).... Read More
24 Apr I'll tell you what she wants, what she really, really wants Posted at 14:42h in Clients, Engagement, Financial planning, People Share What does a woman want from her financial planner or investment manager? She wants to be listened to and to feel that her views carry equal weight to her partner’s (if she has one). She does not want to be patronised and she... Read More