It’s great to see our director, Vicky Pearce, among a series of industry experts giving their thoughts on professional indemnity insurance to Professional Adviser magazine. It includes Vicky’s five top tips for lowering your PI premiums. Read the article in …
Calling all FCA investment firms! Don’t forget you must meet the two notification deadlines coming soon under MIFIDPRU 3. We are urging all advisers who find themselves inside the new prudential regime to review the regulations and ensure you understand …
We are celebrating a year of exponential growth, as increasing numbers of advisory firms recognise the benefits of our bespoke services. Client numbers have risen by 61% from 2020 and we are on target to increase turnover by 40% by …
This year has seen significant growth in our staff numbers. We have welcomed three new starters who have experience, enthusiasm and a keen eye for detail, to meet demand for our services and maintain the highest standards of client care. …
FCA proposes a ban on contingent charging and other measures to protect clients receiving pension advice Whether you agree with it or not, the Financial Conduct Authority (FCA) has announced that they are pressing ahead with plans to outlaw contingent …
When you think back to school, do you recall ever being taught about finance? No? Us neither. It isn’t until you were thrust into your first paid job that you even knew what a payslip was – or the meanings …
You may have received an email recently from The Personal Finance Society (PFS) about your new European Financial Planner personalised certificate. But what exactly does it mean? Well read on whilst we explain to you: With uncertain times ahead when …
Carrying out financial services in other countries, and how it might change post-Brexit. The nations of Europe and the rest of the world are currently engaged in fierce battle as the World Cup in Russia continues. However, in recent years …