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9th April 2025

94% of advisers involve clients’ family members in financial plans

However, advisers are divided on how to charge for advising additional family members.

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CPD Articles
CPD Reasons to use a second charge: Helping underserved borrowers access mortgages
CPD Embrace 'The Duty': Consumer Duty is now the centrepiece for firms' compliance
CPD Why rising rental arrears and void periods do not need to hold buy-to-let investors back