Sarah Lord
Best Practice | 6 Sep 22
Are advice-stubborn Brits too unattainable for IFAs?
Majority of those who have never seen an adviser don’t think anything will ever prompt them to change that
Best Practice | 8 Mar 22
Women make up less than a fifth of FCA-approved individuals
President of the PFS discusses the main reasons the industry should tackle the issue
PEOPLE MOVES: CGWM, AssetCo, Nucleus
Wealth manager hires head of distribution, while AssetCo welcomes a familiar face
Best Practice | 24 Aug 21
What attributes do you need to be a financial adviser?
70% of PFS members said ‘personal skills’ are most important for people entering the industry
Sarah Lord joins UK wealth management firm
Mazars and Killik & Co alum will take charge of client experience