Hunters and FAMRs

With the regulator gathering its thoughts ahead of the Financial Advice Market Review (FAMR) – due for publication early 2020 – Kevin Doran (Chief Investment Officer, AJ Bell Investments) discusses what a modern financial practice looks like these days and which areas the FCA is likely to poke around in. As the old adage goes: ‘forewarned is forearmed’.

Kevin Doran was a speaker at the AJ Bell ‘On the Road’ seminars, which visited eight destinations across the UK from 9–12 September 2019.

The value of investments can go down as well as up and your client may not get back their original investment.

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