Retail Client 

A Retail Client is a client who is not a professional client – a professional client being someone who has the experience, knowledge and expertise to make investment decisions and assess the risks of such investments.

charitable image

Be the first to hear our latest insights

Sign up to our regular newsletter, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time.

You can also connect with us on social media by clicking on the icons below. We are on LinkedIn and Twitter.