Female clients prefer to work with other women

Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.

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Julie Lord: We should feel privileged to help clients

No day is ever the same - our clients are different; their needs and goals are different; their circumstances are different and often subject to change with little or no warning.

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Oldest kickstarted into retirement by pandemic

Today’s Office of National Statistics figures on the UK labour market showed it is the youngest and the oldest in the workforce who are most likely to have been made redundant as a result of the Coronavirus pandemic.

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Julie Lord: Why happy clients beat wealthy ones

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

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