Kennedy Independent Financial Advice now under Benchmark umbrella
VCT sales have grown by 55% in the last three years alone
Advisers can conduct complex calculations for clients
Making introducer relationships work is often about common sense
Why should EIS be considered a part of avoiding foreseeable harm?
Many clients read no financial services communications at all
Headed up by general counsel Stephen Braviner-Roman
‘Vital advisers agree with clients which harms are most important to avoid’
Julian Hince to ‘pursue career outside Quilter Financial Adviser School’
Client had requested a full cash transfer from Nucleus to AJ Bell