A young client has approx £2.5m in his limited company. So not a millionaire himself but has been hugely successful and is growing.
He is concerned about having so much in one bank account, however he also does not seem to have a financial adviser. I know plenty but have no idea what he should be looking for. He doesnt have cash to invest himself so please can anyone let me know where he starts for assistance with managing money for his business. I guess you dont just call your bank manager.
For example, who do celebs use?