Miscellaneous
In this in-depth interview, Carolyn Gowen, Branch Principal at the London-based financial planning firm Bloomsbury Wealth, explains how she became converted to an evidence-based investment approach, and why financial education is a key component of what an advice firm should be doing. She also gives her thoughts on how the financial advice profession in the UK is developing and the changes she expects to see in the future. One of the biggest changes over the next ten years, she says, will be the rise of social media as the biggest source of new clients for firms.