Research outfit Boring Money (FT Adviser 14/5/20) have conducted some research into the performance of Financial Advisors in terms of the service satisfaction that they provide to their clients – especially during this lockdown period. The research looked at responses from almost 8,000 people across a number of surveys. Of the “advised” clients, just over […]
Latest figures published in Financial Adviser (30/4/20) reveal a worrying trend in the advice market. Figures gained from a Freedom of Information request to the FCA show that 1,680 advice firms have de-authorised since 2015. It is not known for certain why numbers are down, but it is thought to be a combination of figures […]
Following on from our latest article warning about the increased number of scams during lockdown – here are our 5 top tips to avoid scams. Check who you are dealing with by using the FCA Register to search for the firm and check that they are regulated. DO NOT accept any offers of financial reviews […]
Along with every other business, we’ve had to make changes to our operations as a result of the Covid-19 outbreak in order to protect our staff. As a Financial Services firm we have taken the decision to remain open during this period in order to continue to manage our clients financial arrangements, but clearly it […]
National investment platform Parmenion has just launched a new “Advise Her” campaign designed to focus advisers on advice specifically aimed at women. Parmenion estimates that women in the UK are “responsible” for £36 billion of uninvested wealth and their campaign is designed to try to engage more women to take an interest in investments and […]
Great opportunity to work as part of a fantastic local firm of Independent Financial Advisers. We are looking for what we call an “IFA support”. This is role for someone with at least two years experience within a financial advisor firm. The IFA Support will have a working knowledge of cash flow modelling tools, back […]
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