Best Practice
Best Practice | 15 Jan 21
From pro footballer to financial adviser
Ex-Premier League star sees ‘a lot of similarities’ between his previous career and wealth management
Best Practice | 14 Jan 21
Why I became a financial adviser…
Mark Staton was a police officer before joining UK firm Elite Financial Planning Consultants
High net worth individuals fear lack of financial knowhow
Advisers ‘can play a critical role’ in a bid to help educate clients
Best Practice | 12 Jan 21
DeVere Group offers free ESG advice to clients
It aims to ‘position’ $1bn in environmental, social and governance investments in five years
Best Practice | 8 Jan 21
Why I became a financial adviser…
Nikki Pipping was previously in the events industry before joining UK firm Collective Financial Planning