High Risk advice cases to have amended process

To ensure we give the correct advice at all times an amendment has been brought in:

– All high risk cases must have suitability completed and signed off by Nigel before sign up.
– some cases will get referred to Yates before sign up if further opinion is required.
–  please ensure you inform clients and be aware of the extra cost to compliance and our own manual time implications.

Any questions, please ask.

About the Author

By Nigel Reeves: My mission is to provide the quality, honest & jargon-free pension advice that people need to secure the retirement they deserve. At home, I'm a family man and an active supporter of grassroots sports!

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