Charter of customer rights

September 7, 2017

Thursday Trivia ~ A Review on different Mobile Budgeting Apps

‘How does change happen?’ asked a curious student. Teacher smiled and replied, ‘Two ways. Slowly at first then Suddenly!’ In last week’s Thursday Trivia, we presented a wave of change […]
December 25, 2014

Thursday Trivia – 5 basic rights of bank customer

Greetings to you from Circle Wealth Advisors… Are you left with an experience of being forced by your bank to invest in an unsuitable product, or that bank is taking […]