Ann, Rachel and Tom from CA joined us to chat about client experience survey part of the LSA -read on…..
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Author: Pippa
Ed and Charlotte will be joining us to chat through all things relating to DROs… thanks guys
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discussions on the energy funding – Daniel’s latest update – Wed 21st Dec – come and share your views?
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good guidance and help from CA on abusive clients…complaints and links and things to do …..
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latest update from Edward and a half price offer – £700 per unit…
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14th Dec – Ann from CA joins us to talk about client experience survey… join in and have your say….
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latest on the unrestricted funds and poss allocations…
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update from Amy, Amy and George on the CA project on remote advice models –
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Smashing techy stuff survey – thanks for your help…. great next steps…
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