Want 95% of your financial advice work to be remote via teams etc?

The transformation made during covid had the unexpected benefit of increasing appointment levels due to embracing the digital era, with the result being less travel, more appointments and higher productivity. We can’t go without mentioning that no client appointments and self-generated because all are validated and supplied from our IFA/DFM client. Interested, level 4 dip and a CAS Financial Adviser? Contact 0800 2335516 or hello@resourcematters.co.uk

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