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dunstonh wrote:I have never been busier so that theory is flawed.
If the client chooses fees, then you must accept offer the service on fee basis. You cannot pay lip service to it.
Since when have we done that?
Scot Eq has decent fund range and all the sectors would be covered within that plan. Most of the main funds are there.
If I was in your position, I would love to find out what funds have been recommended and compare costs.
Ive written her a letter stating my concerns , asked why a fund switch wouldnt have been more suitable etc I ll post if I get any response0 -
Well done.
Time for the more honest IFAs to educate the clients about what's going down.
Trying to keep it simple...
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