I have been working in financial services for ten years now. Last year I attained the Advanced Financial Planning Certificate, which I was particularly pleased about as it is held by only a small percentage of IFAs in the UK.
Gmoney came about following a frustrating experience with a client, who was gay but would not 'come out' to me in a meeting.
I thought it was not only sad, but also made the advice process more difficult because I wasn't given all the facts.
I am pleased to say that our clients appreciate the openness when we meet. There are no taboos, no stressful big announcements - just acceptance and understanding. If I can achieve more for my clients because they are able to relax and be honest, then I know I am doing a better job. Good news all round! |
 |
"Kate Scrace has proved herself to be a knowledgeable, intelligent and attentive listener; she quickly understands my goals and is able to come up with plans and recommendations which suit what I want to do with my money." Martin, Brighton |
 |
|