Alistair Cunningham, director of Wingate Financial Planning, says starting with a blank canvas has helped his firm embrace the changes RDR will bring
I joined WFS Consulting, Wingate’s sister company, and Employee Benefits Specialist, nearly six years ago to develop the private client division. We achieved significant growth in the private client division, but in 2007 recognised we needed to change our business model to ensure we had a clear and consistent service proposition, to communicate to clients; with a fair remuneration structure in order to achieve sustainable and profitable growth in the medium to long-term. Initially we decided to ignore the legacy issues that we faced, and rather than getting bogged down with how we would...
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