Deployed effectively, a secure client portal can cut down on administration and errors and deliver substantial time savings but most importantly, writes Mark Loosmore, it puts the client in complete control of processes
A good friend of mine, let's call him Ricky, recently remortgaged his house and, as part of the process, he was assigned a solicitor to deal with all the required legal documentation and checks. He...
Went into administration April 2018
Threat of legal action looms over Woodford IM
View from the front row
Retirement Planner Forum 2019