News
Fees refunded after portfolio complaint

Wednesday 7th of March 2018
The case was heard by the Insurance and Financial Services Ombudsman Scheme at the end of last year and it has published its case note.
The client met the authorised financial adviser in 1999. When she sold her house in 2003, she added to the investments she held with him.
In 2010, he encouraged her to consolidate her investments in a portfolio-based system with one investment pro...
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