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In episode 6, Heather and Emma listen back to Alasdair Walker's discussion at NextWealth Live.
Alasdair Walker, CFP and MD at Handford Aitkenhead & Walker Ltd, discusses how we can ensure financial review documents focus on what the client needs - and nothing else.
In episode 6, Heather and Emma listen back to Alasdair Walker's discussion at NextWealth Live.
Alasdair Walker, CFP and MD at Handford Aitkenhead & Walker Ltd, discusses how we can ensure financial review documents focus on what the client needs - and nothing else.