Join us as we speak with Sian MacInnes, Chartered Independent Financial Adviser at Philip James Financial Services. Sian talks about her background and experience, and discusses the whys, wherefores and hows of ethical investing.
“Timeline boss bullish about resilience of small and medium IFAs”
How we as advisers charge for our services has been the subject of navel-gazing debate in our profession for some time. Should we work on accountant- and solicitor-style hourly rates, charge a fixed subscription or have a menu of tasks and bill you accordingly.
