Spurred by criticism of its pro-RDR mantra, Surrey-based adviser firm Informed Choice invited advisers to spend the day with the company to learn how it operates. MD Martin Bamford outlines how the day went...
Last Friday was the first in a series of open days where we invite other IFAs to spend the day with us and learn about every aspect of how we do business. This came about as a result of some recent criticism from our peers, in light of our supportive stance of the RDR. Some implied we had some kind of hidden agenda, which was both hurtful and untrue. By throwing open the office doors to our fellow advisers, we were able to demonstrate we have no ‘hidden agenda’ and we are more than happy to share our business practices. During the first six-hour session, we managed to cover a lot. ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
