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PPWow

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PPWow
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  • Hi guys, I've done AF6 (coursework option). It's actually very refreshing to do as it takes a higher level view of things - namely risk management in running an advisory practice. It's not that hard and a lot of it is common business sense/the…
    in AF6 Comment by PPWow September 2019
  • Interesting points thank you all, I really appreciate your thoughts. I'll look into those resources. I had an idea of running some financial coaching alongside my main outsourced paraplanning work. Absolutely though I will have to tread carefully…
    in Non-regulated private client work Comment by PPWow September 2019
  • Anyone? I'm starting to think there is a gap in the market for high-level guidance cashflow work?... Would be a hell of a lot cheaper than doing it via an adviser?...
    in Non-regulated private client work Comment by PPWow September 2019
  • Hi Andy, I'm not freelancing so this is just my thoughts but I think the level of due diligence that you've carried sounds enough. Just make sure that any advice you work on is suitable, make sure your terms and conditions are tight, and then you…
    in Due diligence on advisers Comment by PPWow August 2019