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A guide to dealing with a client who is grieving

by on 14·12·2021

It may seem obvious, but the empathy shown to a mourning spouse, partner, family can be worth more than most financial advisers/planners are aware. Kind words of sympathy are a given, but the true test of an adviser’s mettle and client duty of care becomes apparent in the actions after the initial notification of death.

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How should you invest in your children's future?

by David Battle on 02·12·2021

When my daughter was born my wife and I brought her home, put her into a little basket and just looked at her with no idea what to do. After many moments of mild panic, I concluded that I would probably be most helpful in planning to start saving for her future. A couple of nappy changes later I was convinced that should be my role.

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