Advising the Affluent, Safeguarding the Vulnerable

11/09/2025 8 min

Listen "Advising the Affluent, Safeguarding the Vulnerable"

Episode Synopsis

This episode explores real-life financial failures affecting high-net-worth individuals, examines evolving scam threats, and offers guidance on regulatory preparedness ahead of the Autumn Budget. Vicky and Rachel use industry case studies and the latest compliance updates to help ensure your firm and clients stay protected.