What do you do when a client asks you to transact a piece of business you know is not in their interests?
They should be straightforward cases: a client is keen on pursuing a path you know is unsuitable, so you tell them it is not a good idea and they take your advice. But the world of financial guidance...
‘Important to have an anchor’
Lack of innovation for solutions
Some 2,000 consumers affected
Achievements, charity work and other happy snippets