more2life's dedicated site for UK financial advisers only - if you're a customer please go to our customer page

This website is intended for financial advisers only and has not been approved for non financial advisers.

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The park

When we make assumptions about clients, we can find ourselves in awkward situations...
Appearances can be decieving and lead us to think a situation is totally different from the reality.

This video from the award-winning #BigPicture campaign shows the importance of ignoring our assumptions and always making sure we ask the right questions so that clients get the best plan for their needs.
Watch now Return to Learning Lab
Take a client from KFI all the way to completion without filling in any paperwork. This together with automated, digital processes means you spend less time doing paperwork, and more time growing your business.

This website is intended for intermediaries only and has not been approved for customer use. more2life Limited. Registered in England No 5390268. Registered Office: Baines House, 4 Midgery Court, Fulwood, Preston PR2 9ZH. more2life is authorised and regulated by the Financial Conduct Authority.