During the Coronavirus outbreak, we are taking precautions to protect the health of our colleagues and clients, and are working hard to ensure business as usual is maintained. We will continue to respond to all communications as quickly as we can.
Embark Group has full capabilities in place to enable all our staff to work remotely and we are doing our best to maintain our service levels, however please note response times may vary.
Ben Peele joined PortfolioMetrix in April 2019. He has over 20 years of experience in the financial services industry. Prior to joining PortfolioMetrix Ben ran equity sales teams at UBS Investment Bank and held senior positions in the fintech industry.
By Ben Peele, PortfolioMetrix
Jun 08, 2020
Do you struggle to quantify the value clients gain from engaging with you? Many aspects of the service provided by financial advisers can’t be measured in monetary terms, so it can seem like a daunting exercise.Read more