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What information should I provide to receive personalised advice?

April 26, 2017advice personalised

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What information should I provide to receive personalised advice?

1 Answer

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Posted

You need to provide us with a list of your personal objectives, details of your current financial situation and any other relevant information, so that we can offer you the most appropriate advice possible. This will be discussed in more detail during our initial interview. You have the right not to tell us, if you do not wish to. However, if you do not, the advice you receive may not be appropriate to your needs, objectives and financial situation.