๐๐ Hey friends! Did you know financial planning can be a standalone service when you're running your money on a D2C platform? ๐คฏ If your financial planner keeps pushing you to delegate asset management just to tap into fees, you're talking to the wrong people. ๐ซ๐ธ
Know the difference, stay empowered. ๐ชโจ 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. ๐ฏ๐
Letโs keep our money smart and our decisions smarter! ๐ง ๐ผ
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