Female clients prefer to work with other women
- Tuesday, 31 May 2022
- Articles
Many female clients prefer to speak to a woman when it comes to their Financial Planning, according to Certified Financial Planner Gretchen Betts.
Read more...Julie Lord: We should feel privileged to help clients
- Thursday, 30 September 2021
- Comment
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.
Read more...Oldest kickstarted into retirement by pandemic
- Tuesday, 11 August 2020
- Articles
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.
Read more...Julie Lord: Why happy clients beat wealthy ones
- Wednesday, 05 February 2020
- Comment
I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.
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