Holistic advice ‘the key factor’ in impact of two pots on clients

Clients whose financial habits have been moulded by sound advice over many years are unlikely to act irresponsibly now, says Fairbairn’s Guy Holwill.

Here are the three contenders for the Financial Planner of the Year Award

The winner will be announced at the FPI awards ceremony and gala dinner, held on the first evening of the two-day 2024 FPI Professional’s Convention.