Financial planning throughout the ages

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In this case study Simon Willoughby demonstrates the value of advice through different life stages.

The Retail Distribution Review (RDR) is now a thing of reality and not just a myth often discussed by advisers ironing out any kinks. They have realised they need to enhance their businesses to ensure their clients are offered the services they need and want. A key component for any adviser business in the new RDR world is value; a need to demonstrate the initial value they can offer and the continued value they can add over a period of time. Some clients may be looking to interact with an adviser on a transactional basis while others may be looking for a fuller holistic financial pla...

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