Wednesday 29th April 2020
Online
1 HRS 5 MINS
Having a robust strategy for vulnerable clients has always been important and in this session we discuss the key points. This was recorded during the pandemic.
In this session we covered…
Business Development Director at Just. He has 30 years’ experience in financial services, working with local and national adviser firms on pension and retirement-related issues.
Jonny has gained nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients. Jonny, a keen outdoor enthusiast, spends most of his spare time in North Wales doing activities such as hill walking, rock climbing, kayaking and mountain biking. He’s doing his best to get his children involved, with mixed results.
Tax and trusts
Tax and trusts
Personal development
Hints and tips
News
Personal development
Personal development
Financial planning
Paraplanner stories
News
Paraplanner stories
