Wealth Management Adviser
17.01.26
Has the introduction of the Consumer Duty for Wealth Management Advisors backfired?
Wealth Management Advisors across the country faced a raft of new rules back in 2023 designed to make financial advice fairer and better value for clients. Firms were required to take a long look at the way they operated. Considering things like whether their products and services offered fair value to clients. Considering the way they communicated with clien...
Awards and Accreditations
Did not expect anything other than a professional service. Excellent.
Mrs L
The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.
Mr & Mrs F
We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.
Mr & Mrs P