As part of Professional Adviser's 'How I am preparing for RDR' series, Jacksons Financial Services' Pete Matthew discusses outsourcing and social media...
Back in 2000, when I first became an IFA after two tied positions, a colleague told me that one day, the minimum qualification standard for advisers would be the AFPC. I remember a chorus of disagreement...
And then prepare yourself
Aims to double client base
Work with wealth management team
Reduces chances of rate hike
'Following the letter, but not the spirit, of the rules'