It’s that time of year again when client ratings website Vouched For announce their list of the top-rated advisers in the UK. We are delighted to say that for the ninth consecutive year we feature as top rated Independent Financial Adviser on Vouched For. This year we have been rated as ##11 out of 1.824 […]
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According to the latest research by Now Pensions, based on current pension data, women would have saved three times less than men by the time they reach 65, despite the fact that they live an extra four years on average. Which is one good reason why pension advice is needed for women. Currently the average […]
The Financial Ombudsman Service (FOS) has reported improvements in its service over the last year (20/5/22). Often criticised. It seems that the FOS has started to get its act together. Some of the figures it has released to Financial Consultants about its performance include: Total number of cases its working on is now down to […]
The growth in demand for specialist ESG Chartered Financial Planners is rapidly gaining pace, but the sector is still difficult to define and beset with problems as we have previously reported. The issues are not just confined to issues with over blown ESG credentials, they can also be the other way around. Emerging Markets have […]
It seems very strange to us, but recent research from Schroders (FT Adviser 21/12/21) claims that only 7% of advisers had a plan in place to deal with wealth transfer to a spouse in the event of their client’s death. In the majority of cases the spouse being the wife of the client. That suggests […]
This is a question many advice firms have been considering since the first Lockdown back in March 2020 and its back on the agenda again since the government announced its Plan B measures to tackle Omicron. On the face of it the simple answer would appear to be yes. After all what do advisers need […]
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