In the Consumer Duty, the FCA requires firms to evidence value. This doesn’t mean that the ‘cheapest is best’; instead, whatever you charge, you must be able to justify it.
This webinar will explore the debate around client fees, and offer clear steps to demonstrate value.
The webinar will be led by Alex Whitson, MD of VouchedFor, who will be joined by Helena Wardle, Partner at Smith & Wardle Financial Planning, and Philip Hanley, Director of Philip James Financial Services.
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Any questions? Please contact elevation@vouchedfor.co.uk