A 2-minute watch.
Tessa Lee is MD of moneyinfo, a fintech firm based out of Warwickshire. Sat in Octo’s infamous 3 Questions hotseat, she answers on the importance of a service like moneyinfo’s, how advice firms can expand their use of technology, and the journey technology’s come in the last 10 years.
In case you missed it, we also had Pat Connolly answer on why the increased popularity of drawdowns is ‘concerning’, watch it here.
Octo Members
Octo
-
Square Mile’s Victoria Hasler on evading ‘greedy’ asset managers
6 December 2019