ONE in three advisers is automatically offering a SIPP if a client is planning to invest more than a £1,000 a month, according to Dunstan Thomas.
A survey of 4,000 advisers carried out by the firm reveals around 79% are already selling SIPPs, with 9% still considering it and 12% convinced SIPPs will not suit their customer-base. However, while...
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left
Continuing the Architas education series for clients.
Needs to apply for authorisation