Adapting to change

NOTE: This post is more than 12 months old, and the information contained within may no longer be accurate.
Simon and Simon, two of our advisers discuss the impact recent relaxations of lockdown rules may have on client meetings, as well as the future of face to face advice.

Contact the Author

Simon, with a career in financial advice at leading global institutions, joined Wingate in 2018. He specialises in investment advice and retirement planning, covering pensions, investments, protection, and Inheritance Tax Planning. Simon is a member of the Personal Finance Society and the Chartered Insurance Institute.

Other Articles

Share This Article

Facebook
Twitter
LinkedIn
WhatsApp
Email

Are you ready to make informed decisions about your money?