FOS adjudication highlights need for advisers to review clients’ entire portfolios

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FOS adjudication highlights need for advisers to review clients’ entire portfolios –

10th March 2016, 10:01:AM

A recent judgement from the Financial Ombudsman Service (FOS) has highlighted the importance of financial advisers reviewing a client’s entire portfolio on each occasion they advise them.In a recent judgement, Perspective Financial Management Ltd has in effect been held liable for advice given to a client by a previous adviser.…
Read More -> FOS adjudication highlights need for advisers to review clients’ entire portfolios – Scott Robert

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FOS adjudication highlights need for advisers to review clients’ entire portfolios –

FOS adjudication highlights need for advisers to review clients’ entire portfolios –

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