Moral dilemmas: How to deal with tricky client requests

They should be straightforward cases: a client is keen on pursuing a path you know is unsuitable, so you tell them it is not a good idea and they take your advice. But the world of financial guidance isn't as simple as that. There are occasions, advisers say, when clients are so taken by an investment or product, they will insist you transact it. There are solutions to these dilemmas which can protect both client and adviser, while the more persuasive intermediaries are often able to turn their client off the idea altogether. We talk to five advisers about their experiences… 1 ‘...