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Suitability 101 – is there a need?

The term ‘need’ according to the English dictionary: ‘Require (something) because it is essential or very important rather than just desirable’. Not that there is […]

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No substitute for experience

It’s a more and more common scenario nowadays. The client has been offered an eye-watering sum, more money than they have ever had in their […]

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Demanding Investment Client

John and Suzanne are switched-on, wealthy individuals, with a sound basic understanding of investment principles and risk. John, 55, is a Chartered Accountant, and his […]

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