A financial adviser has been terminated by the Quilter Financial Planning network after failing to properly follow its advice processes, Professional Adviser can reveal.
Daniel Thomas was a director at Bridgend-based firm DPT Financial Solutions, which was an appointed representative of Quilter. The firm is now inactive. During his time at the company, Thomas advised...
Six hours for a client report
700,000 transfers in 12 months
104 delegates attended
'Benefit from healthy cash levels'
Could be two months to complete payment