FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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'Advisers slow to adapt'
'Wrongly advised to transfer'
'Learnt and adapted from others'
Focus on price ‘sensitivity’ and ‘discrimination’
For three more years
Succeeds Sir Gerry Grimstone
Each claim worth some £40,000
Letter received today
Ruled FOS followed FCA guidelines
'People generally use inheritances wisely'