Financial Advisor Zone

My client does not speak English, can I complete the fact find?

No, this would be against our strict compliance guidelines.

By [email protected]|2022-06-14T19:17:07+00:00May 31, 2022|ifa-faq|Comments Off

About the Author: [email protected]

Citrus Healthcare Consulting Limited: 158 High Street, Tonbridge, Kent TN9 1BB
Registered in England & Wales Number: 07324361. Disclaimer / Cookie Policy and Customer Privacy Policy

Citrus Healthcare Consulting Ltd is an appointed representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Trusts and Employee Benefit advice is not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
Website created at bakerwilcox.com

Financial Advisor Zone

My client does not speak English, can I complete the fact find?

Share this story. Choose your platform.

About the Author: [email protected]