AF8 Assignment 8
So i have fortunately passed assignment 1 and 2 and am now looking at assignment 3 which is like a suitability report (my own understanding).
However, i feel i am having to make a lot of assumptions, plus there are lots of recommendations i need to make to get their overall position where it should be before taking income. I feel like i am maybe missing the point and just need to focus on an income strategy. Has anyone got any guidance on this?