The questions we ask ourselves
If I was in this client's position would I follow this strategy?
Does this client understand the strategy I am recommending?
Will this client be able to sleep easily in their bed if they follow my recommendations?
If I am in the street with my family will I feel comfortable if I see this client?
Am I continuing to add value to this client's financial planning?
If the answer to any of these questions is No then we will not recommend it!
Tel 01362 858700
Financial Review Ltd is an appointed representative of Sanlam Partnerships Ltd (www.sanlam.co.uk) which is authorised & regulated by the Financial Conduct Authority (FCA).
Registered in England and Wales Company No. 7808351
The Hawthorns, Town Lane, Garvestone, Norwich NR9 4QR
FCA Firm Number: 575075
Telephone : 01362 858700
Email : firstname.lastname@example.org
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.
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