Nathan Mead-Wellings talks to Money Management about the future of the financial advice profession

Share
Watch Finura’s Nathan Mead-Wellings talk to Money Management’s Craig Rickman about the future of the financial advice profession, including the needs of the client beyond investment – risk, volatility, estate planning and tax allowances.

Advice must shift from ‘industry’ to ‘professionalism’

Nathan MM Video_web

Share

Other News

Tax Year End Planning Checklist For Individuals – 2023/24 Tax Year

As tax year end approaches, there is still time to make use of your available reliefs and allowances.

This tax year end planning checklist covers the main planning opportunities available to UK resident individuals and will hopefully help to inspire action to reduce tax for the 2023/24 tax year and to plan ahead for 2024/25.

Higher Rate Taxpaying Is A Growing Club

As tax rate band thresholds are changing, understanding the impact on high rate taxpayers and the economy is crucial.

5 Top Tips To Boost Your Pension Savings

It was recently revealed in the media that the amount we need to enjoy a ‘moderate’ retirement has increased by £8,000 per annum, a 38% increase, in just one year.