2plan launches alternative to client service deals

2plan Wealth Management has launched what it has called a "radical alternative" to advisers' standard client service agreements in the form of a Personal Client Agreement (PCA).

visible-status-Standard story-url-FTA_2plan_150310.xml

Advertisement Feature: Don’t let market volatility derail ...

What can advisers do to challenge perceptions and ensure people are putting enough away for their futures? It’s a tough environment but the
Welcome to investment trusts

The investment trust industry is hoping for a big revival soon.
The cost of flexibility

Marrying clients with retirement plans is a question of advising on suitably priced products and transfers