If you could go back in time to the start of your career and offer your younger self one piece of advice, what would it be? Charlotte Richards speaks to five advisers to find out...
‘The regulator is always wise after the event ' Simon Webster, managing director, Facts & Figures: Chartered Financial Planners • The regulator is always wise after the event - never before - deal with it! • It is only "safe" to offer vanilla advice. • Document everything in incredible detail - if it is not written down, it did not happen. When you think it is enough - do more because it won't be. • In the eyes of the regulator it is always your fault, so take every possible precaution to protect yourself. • Remember it is a lot harder to go wrong if you always put c...
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