Advising the Affluent, Safeguarding the Vulnerable
Advising the Affluent, Safeguarding the Vulnerable
This week on the B-Compliant Podcast, Vicky Pearce and Rachel MacRae discuss Football’s Financial Shame and the lessons it holds for advisers. They explore how high-net-worth clients can be financially vulnerable, the importance of ethical advisory practices, scam awareness, and managing client anxiety ahead of major market events like the Autumn Budget.
View our previous podcast episode: FCA Regulatory Updates: Scams, Reporting & Pensions – B-Compliant
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