Its been an interesting week this week for Independent Financial Advisers, first Plimsoll seemed to think that they are a bit of basket case, and then of course the FSA giving further guidance on Retail Distribution Review.
Interesting times eh! Well there is a lot to be negative about, I don’t think.
We have been out and about this week with some interesting financial services firms that are making it pay, and handsomely. Key is, as a firm of financial advisers do you want to be walking into the RDR and 2013 with a half cocked plan or one that leaves you with money in the bank and processes that work.
I have a little more to say in this area, as you can imagine and therefore I will be updating you further.
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Richard Smith
therichardsmith.com