Looking After Your Team Through COVID and Beyond

Presented by

Anthony Villis & Damien Rylett

About this talk

Anthony Villis, Managing Partner, First Wealth and Damien Rylett, CEO, Brunel Capital Partners talk about the importance of making sure their teams are well and energised to deal with their own and client needs. During this webinar you will learn about: -The challenges First Wealth and Brunel Capital Partners faced in 2020 -The issues they will face and anticipate facing in 2021 -The six steps each firm has taken to help with the current challenges -The six each firm will take as it prepares for the new year.

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We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.