The Wealth Management Advisor Handbook addresses suitability issues and FCA consumer duty regulations. The handbook helps wealth management advisors meet a shift in (U)HNW client needs.

Wealth Management Advisors can access the online handbook for a fee of £245. This allows access to the handbook for one year.

This handbook is for High-Value Major-Donor Fundraisers and Senior Leaders who manage fundraising functions. The handbook Helps fundraisers understand the importance of working with professional advisors in advising their wealthy clients.

Fundraisers can access the online handbook for a fee of £245. This allows access to the handbook for one year.

Meet the client demand for philanthropy and social investment advice. This handbook helps professional advisors meet a shift in HNW and UHNW client needs.

Professional Advisors can access the online handbook for a fee of £245. This allows access to the handbook for one year.