Building a Professional Advice Framework

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Building a Professional Advice Framework

Newly appointed Managing Director & Group CEO of Fortnum Financial Group, Neil Younger has worked alongside Managing Director of Fortnum Private Wealth, Joel Taylor to realign the dealer group’s focus.

This whitepaper addresses Fortnum’s Professional Advice Framework.

“At Fortnum, we have established the reputation to call ourselves a Professional Advice Services Business; with a deep commitment to continually striving to find a better way”, and we look forward to continuing this journey in the future.

Building-a-Professional-Advice-Framework-Whitepaper MARCH 2017

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