Do your homework before recruiting an adviser
This is a salutary reminder that when choosing an adviser, it is vital to do your homework before you engage them. These are our top tips, once you've identified the role for the new adviser first.
It appears that before picking up the phone, the hapless caller had failed to do even the most basic of background research on the former president of the Oxford University Conservative Association. Go to Spear's Wealth Management Magazine to read Corinne Staves' top tips.
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