An online IFA is providing advice on Isas for a fixed fee of £49 per customer. Customers visit the S...
An online IFA is providing advice on Isas for a fixed fee of £49 per customer. Customers visit the Sort web site at www.sort.co.uk and complete an initial consultation online. They are asked a series of questions about their present financial situation, objectives, attitude about risk and whether they have any strongly held views, such as a preference for technology funds or funds with no initial charges. The process should take between 15 and 25 minutes, according to Sort. Sort's advisers then analyse the information provided and within 48 hours send a report back to the customer via em...
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