Verus
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- Verus
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Hi Sam Did you make any progress with this. We have a similar client. Thanks Sandra
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Hi, I have a few more and would be happy to forward them to you. My email address is sedward@veruswealth.co.uk. Happy studying!
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I have found that if you use the snipping tool, then you cant print off the texts. It is a bit laborious but I do it chapter by chapter. Just find it easier to read off paper than off the screen.
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Good point, thanks Richard.
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Should probably mention that the client will not be an ongoing advised client.
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Hi Mosher, apparently if there is any COPE element, it is better to phone for a forecast to get the most accurate figure.
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@Kmomia82 I agree with your observations. The demand is definitely area specific. I am struggling to find a new role close to where I live, so am looking at the outsource route.
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Thanks Jona, I was reading the PFS good practice guide and wanted to make sure I was on the right track.
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Thanks so much for taking the time to get back to me Ben. Your input is very useful.
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Thank you for the input LewysRichards.