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How do you annoy a wealth manager?

Posted on July 18, 2017 by henry tapper

Question; how do you annoy a wealth manager? Answer; ask him about his fund supermarket.   It may offend your local wealth manager (aka IFA) but that’s what Reuters call these funds platforms the FCA are investigating and if you believe Platforum, … Continue reading →

Posted in advice gap, pensions | Tagged , , , , | 3 Comments