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Platforms, Performance and Future Prospects with Adam Prestwood
In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management.
Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future.
Join our community: www.nextgenplanners.co.uk
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By NextGen Planners
3.5
44 ratings
In this episode Amelia talked to Adam Prestwood, Operations Director at P1 Investment Management.
Here they discussed, the frustrations planners have with platforms, where the client fits in and what the platform space might look like in the future.
Join our community: www.nextgenplanners.co.uk
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