Wealth Manager, Deidré Valentine, speaks to Citywire.
The Woodland Wealth CFP believes an AUM or fee-based financial adviser environment is best for client outcomes By Tracy Benjamin 7/11/2023 Citywire South Africa regularly profiles financial advisers and wealth managers via short Q&As. Name: Deidré Valentine. Firm: Woodland Wealth. Position: Wealth manager, CFP. Who is your favourite type of client? Someone who sees their […]