Norfolk adviser firm to compensate client over ethical investment complaint
No meat, weapons, alcohol or oil
A Norfolk-based advice firm has been told to compensate a client after it did not update her investment portfolio to reflect her ethical beliefs.
Norfolk-based adviser firm Hoyl Independent Advisers has been asked to compensate a client after failing to carry out her wishes to only invest in ethical funds.
Miss P - as the complainant was referred to by the Financial Ombudsman Service (FOS) - met an adviser from Hoyl in January 2017 to discuss investing her savings. Following the meeting, an investment portfolio...
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