Solicitor Michael Cotter explains how advisers can avoid client claims and in this first part talks about the start of a client relationship.

Over the last few years as a solicitor I have been legally advising individuals on financial services sector matters, assisting investors to secure in total millions of pounds either through the Financial Ombudsman Service or High Court and also defended advice firms from unmeritorious claims and assists in ensuring regulated firms are compliant in understanding the ever increasing requirements of the Financial Conduct Authority.