Patrick Ingram, head of corporate relationships at Parmenion, offers some tips on what to include in your client disclosure documents in preparation for the RDR deadline.
With Easter over, the RDR deadline seems to be approaching quicker than ever. An area advisers are now focused on is the creation of their key facts documents (KFDs). This important job is going to be...
Speaking at Professional Adviser's conference
Equity release panel
Speaking at PA360
TISA's Peter Smith
Shone a light on 'closet trackers'