Building financial resilience and helping vulnerable clients

from The Journal Podcast · host Chartered Insurance Institute

In this episode of the podcast we are talking about building financial resilience and helping vulnerable clients. We are joined by Robin Melley, Chartered Financial Planner of the year 2020, and founder of Matrix Capital, and Keith Richards, chief executive of the Personal Finance Society. To find out more about this podcast and for useful links go to thejournal.cii.co.uk/podcasts

Episode metadata supplied by the publisher feed · Published Nov 11, 2020

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Building financial resilience and helping vulnerable clients

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