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More than 30 years in the field has taught Lisa Spearman the fundamentals of private client service. ‘It’s about making complex issues easy to understand,’ she says. That’s an art in a landscape where complications abound, and the solutions aren’t always obvious. But it’s a challenge she happily takes up. ‘We don’t blind people with science,’ she explains. ‘There is no point in reading out section numbers. What clients need to understand what the issue is for them and the options available for solving it — and the pros and cons of each.’ But this advice must be tailored to clients who come from ‘all walks of life’. Spearman explains: ‘There is no one-sizefits- all solution — the right path [must be] found for each client.’

Lisa Spearman