P&P Invest: How we look after clients while on holiday

Philip Pearson, partner, P&P Invest: "With financial markets experiencing an ever-increasing level of short term volatility, it is vital that client’s receive a personal level of service where the adviser has their finger on the pulse on a daily basis. For single adviser practices, this is clearly difficult should the adviser be away over a long period through either illness or vacation. Should this occur, the FSA requires that a locum arrangement be established whereby delegation of responsibility in looking after the needs of clients are met by an alternative firm. For a multi...