Pre-conditions There is no relationship The revenue not significant Outcome options Client doesn’t respond or wishes to disengage (disengage) Client wants to continue largely unchanged engagement (clarify and formalise the…
Profession of Independent Financial Advisers – Use of licensed marks and logos Members of the Profession of Independent Financial Advisers Limited (PIFA) are distinguished among the financial planning industry by…
by Alan KirklandOf all the consumer problems we take on at CHOICE, there's one that just won't go away. Bad financial advice.We started investigating in 1987, having noticed a dramatic…