Scaled Advice – Bulletproof Financial Planning

A financial planner’s guide to complying with the new FoFA rules, and how adhering to the FPA’s code of professional practice can help negotiate a potential minefield.

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Here’s one thing the AIOFP might be right about

Here’s one thing the AIOFP might be right about

There are not many things the AIOFP and its predecessor organisations have said over the years that I've agreed with, so imagine my surprise – discombobulation, even – to find myself on board with at least one of them: the need for an adviser-led disciplinary body to deal with members who transgress conduct rules and professional standards.

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