Adam Samuel
Contact: Adam Samuel
Address: 4A Candover Street
London
W1W 7DJ
Tel: 0207 323 9171
Email: Adamsamuel@aol.com
Web: www.adamsamuel.com
Services Offered
Advice, training and help with customer-facing compliance and complaint handling. This includes preparing client agreements, drafting and auditing procedures for financial promotions, advice standards and complaints and resolving disputes between industry participants.
Benefits to Financial Advisers
Keeping firms out of regulatory trouble, saving homes, business capital and the reputation of IFAs and helping their customers to receive their entitlement from product providers.