Relationships are all important in the advice market. But socialising with clients, who you might consider friends, can lead to problems. Jenna Towler looks into the pitfalls of mixing business with pleasure...
When experienced IFA Amanda Daughters went out for drinks with her client and fellow directors of Aqua Financial Solutions in early 2010, little did she know the impact that Friday night would have on her career and life. Daughters, then managing director of the business and an IFA with 18 years’ experience, is said to have offended (or abused, depending on which version of events you read) the company’s client while drinking in a pub following a meeting. This was later used as grounds for her sacking from the business, after which a tribunal for unfair dismissal was brought by Daught...
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