It is great meeting new clients, but I seriously need to catch up with client phone calls and emails that could not be dealt with quickly. I finish the day by meeting a new client who came to us via Vouched For. She is a management consultant who contracts for NHS and local authority via her limited company. She wants a holistic review and is concerned about her health and its potential impact on her career, and retained NHS pension benefits, and whether she should invest more into rental properties. I finish the week with a quick and well-deserved pint with different teams in our business before heading off home to spend the weekend with my family.
Paul Lindfield is director of wealth management of Manchester-based Sedulo Wealth Management