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Fraser Donaldson: Discretionary management and value for money

Seven value criteria

Fraser Donaldson: Discretionary management and value for money
  • Fraser Donaldson
  • 31 March 2021
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With suitability and quality of any product uppermost in an adviser’s due diligence, Fraser Donaldson takes a look at what makes value for money in discretionary management

Defaqto have always looked at cost of products and services as a separate item. We believe that the suitability and quality of any product should be uppermost in an adviser's due diligence. It then makes...

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