Peter Lawrence spent 30 years in IT but last year launched his own IFA. Professional Adviser has been tracking his progress. This month he goes back to the examination room.
It’s exam time again. As a recent joiner to the financial services world, I have tagged along on a journey many others are making to improve our qualifications. But it is not that we have much choice...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'