What happens when an advice firm takes a fresh look at how it asks clients about their investment preferences?

In this special Good Money Week episode of Accord Talks, hosts Elly Dowding and Lee Coates OBE speak to Craig Gahagan, a Chartered Financial Adviser at Acuma Wealth, who has recently reviewed and updated their client preference process.

We hear what prompted the rethink, what they discovered along the way, and how changing the conversation is helping clients make more informed choices about their investments — including whether, and how, they want their personal views reflected.

Episode 17 of Accord Talks is available from 08:00 on Wednesday 30th September.

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