Latest Interview posts
The Wealth Mosaic’s interview with our Head of Digital, Mike Hearfield who provides us with a view on the role of technology in improving the client experience
What does a financial life planner do? How is it different from regular financial advice? Financial life planning is a combination life coaching, counselling and financial advice which goes beyond investment and digs deeper into what the client wants to get out of life and how they can achieve their dreams. We spoke to Tina Weeks, the founder of Serenity Financial Planning, to find out more.
Grosvenor Consultancy’s Alice Douglass explains why life as a financial adviser suits her down to the ground and how technological advancements are aiding rather than threatening an industry that continues to evolve.
Simonne Gnessen, founder of Wise Monkey Financial Coaching, explains why her company’s three-pronged approach is challenging the traditional financial advice model.
In our latest Women in Finance interview, Susan Hill (Susan Hill Financial Planning) discusses gender inequality, encouraging women to invest and the importance of making her clients’ money work harder.
Rebecca Lucas, from Lime Outsourced Paraplanning, talks life as a female financial planner, technology and why empathy will always keep the robo-advice revolution at arm’s length.
You may have heard reports in the industry about a new private wealth management (PWM) proposition called focus:wealth.
Jane Hodges, Managing Director of Money Honey Financial Planning, explains why client experience must come first and why her company has taken a tech-first attitude to providing financial advice.