April 2024 news from your local Independent Financial Adviser The Yorkshire Building Society have launched a 99% First Time Buyer mortgage with a £5,000 deposit. It will be interesting to see how many people can meet the affordability criteria, but the first-time buyers do need a boost in the mortgage market. According to research by […]
Read More… from April 24 news from your local Independent Financial Adviser
March 2024 news from Christina Clegg your local Pension Adviser: St James Place announced that they were setting aside over £400 million to deal with complaints against their network of local pension advisers. Their share price went down by 30% on the news. The Financial Ombudsman Service (FOS) has been criticised by the Information Commissioners […]
Read More… from March 24 news from Christina Clegg your local Pension Adviser
February 2024 news from Christina Clegg your local wealth manager: 75% of women reported that they would prefer their employer to select their pension funds rather than having the ability to do it for themselves, according to the Pensions and Lifetime Savings Association. January to March are the worst months of the year for worries […]
Read More… from February 24 news from Christina Clegg your local wealth manager
Latest Investment Planner advice figures The number of people investing has fallen in 2023 reducing the need for investment planner advice, according to research from Moneybox. The research showed that the number of investors was down to 26% of the population, 6% lower than 2022. It also found that: 36% said they could no longer […]
Female financial advisers are in more demand than male advisers according to research. Schroders found that 12% of women wanted to be advised by a female financial adviser. Whilst 75% said they didn’t mind who their adviser was. No one seemed to say that they would prefer a man. In addition: Only 35% of the […]
The FCA have announced plans to consult on the introduction of measures to introduce simple financial advice and make it cheaper and more accessible. This is certainly needed with the number of advisers dramatically falling year on year. The idea is that advisers will be allowed to give “guidance” and “tips” to people, but not […]
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