- Wednesday, 19 August 2020
- Tuesday, 10 March 2020
Chartered Financial Planner Greg Harris of Unividual was recently faced with a challenging case when clients turned to him after facing a hefty CGT bill following an unexpected windfall inheritance.Read more...
- Friday, 15 November 2019
If you are a Financial Planner, millennials - those aged roughly 18-38 - are potentially the next big client target group…but there’s a problem.Read more...