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See the difference

I can put Mr Slipaczek at ease. If someone rings up for information such as a mystery shopper, one is obviously allowed to produce it.

On the other hand, if somebody asks for advice relevant to their circumstances, this cannot be done without a fact-find.

In other words, if someone rings up and wants generic advice, this is purely information but after a fact-find and specifically for the client, this will be advice. It all seems very straightforward to me.

BGW Jamieson
Jamieson Financial Management
Bognor Regis, West Sussex


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