Independence v Restricted - Implementing the right model for us and our clients

Presented by

Phil Billingham, Chartered Financial Planner

About this talk

Many IFA’s have expressed concern about the choice between independent and restricted business models. There are emotional ties to being independent and for many that is a major driver. Others want to run the ‘right’ business model for them and are confused by the ‘noise’ that says “restricted is fine, your clients won’t mind and you can make more profit that way.” But is there an agenda behind this message? Or perhaps more than one? This webinar will look at these points, as well as the difficult issues around the role of ‘unsuitable investments’ in deciding if you really are independent or would restricted – or perhaps ‘specialist’? – be a better business model. And no hidden agendas!

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