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Learn things lawyers know : Advising clients in divorce
Rewatch Working Lunch event
Caffyn suggested learning things that the divorce lawyers will also know, to show that you have gone that extra mile as an adviser.
During
Professional Adviser s working lunch webinar,
Wealth Transfer - what about divorce?, in association with Schroders, Caffyn said the personal relationship between the adviser and client is particularly crucial around divorce.
TRPP specialises in divorce advice and Caffyn holds an accreditation in the subject. He said it was important that clients can see that the adviser knows more than what is expected: It s given me credibility. It s all about relationships.
Paul Marriage and John Warren boutique nabs Artemis vet for distribution push
Lawrence Brennan is the third senior salesman to jump ship from Artemis in the last year
Paul Marriage and John Warren’s firm Tellworth Investments has nabbed Artemis senior distribution man Lawrence Brennan.
Brennan joins Helme Harrison as a director of business development and will assist with the boutique’s strategic growth and development as it looks to push into other markets.
He had been at Artemis for the last 20 years, serving as its head of wealth managers since 2017, looking after distribution and fund manager engagements in the intermediary market and business expansion in the Nordics. He began his career in sales at ABN Amro in 2001 after six years in the Household Cavalry.