The Personal Finance Society (PFS) Paraplanning Panel has published a new guide to support members in writing suitability reports. The new guide offers best practice guidance around what to include in a suitability report so that clients are equipped to make well informed decisions.
PFS launches Suitability Report Writing guide ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.