🌟🚀 Hey friends! Did you know financial planning can be a standalone service when you're running your money on a D2C platform? 🤯 If your financial planner keeps pushing you to delegate asset management just to tap into fees, you're talking to the wrong people. 🚫💸
Know the difference, stay empowered. 💪✨ Are you clear on regulations and conduct risks when financial planning is delivered as a standalone service versus an FCA-regulated activity? If not, I hope you find our posts helpful. 🎯📊
Let’s keep our money smart and our decisions smarter! 🧠💼
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