What is wrong with the following... I would like to build and offer a streamlined investment advice service for retail clients.
A simple, online questionnaire would determine attitude to risk (OK, capacity for loss) and double as a fact find. If the customer so chooses, he or she can receive specific product recommendations...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created