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[Deleted User] Posts: 0 Newbie

10 November 2020 at 5:30PM

The_Green_Hornet said:

ZingPowZing said:

The_Green_Hornet said:

What does A distinctive approach to investment management mean?

I think it means the IFA has a strong focus on managing the client’s expectations, rather than the performance of the investment.

Thanks, I just thought it was marketing bull.

Yes. The whole "tailored plan" looks to be one yearly meeting broken down to its component parts.

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fred246 Posts: 3,620 Forumite

10 November 2020 at 6:25PM

A tailored plan with a distinctive approach means the IFA turns up in a brightly coloured suit.

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[Deleted User] Posts: 0 Newbie

10 November 2020 at 6:40PM edited 10 November 2020 at 6:42PM

fred246 said:

A tailored plan with a distinctive approach means the IFA turns up in a brightly coloured suit.

Cruel but funny.

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