Client trends May 2019: Focus on due diligence, pension perils and property planning
Recent news has highlighted the importance of getting financial advice from the right sources, particularly when big decisions about pension transfers and property are concerned.
Client trends April 2019:
Property woes and portfolio diversification are top themes
How to thaw the frozen housing market and properly diversify portfolios, alongside the spectre of hidden fees, are all front of mind for our High Net Worth users this month.