Latest figures from the Financial Ombudsman Service (FOS) show that investment advice complaints are down. But, in the six months from July to December 2022 the overall number of complaints increased to 79,921 from 72,978 in the six months before. A 9.5 % increase. But where are the complaints coming from? Banking and Credit Cards […]
A survey by Ecclesiastical Insurance has shown that over half of High Net Worth (HNW) Clients had suffered a crime in the last 12 months, even with a Certified Financial Planner to help. A HNW clients is defined as having £200,000 annual income or £1 million in liquid assets. Shockingly: 49% had suffered from a […]
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Thanks to our loyal customers, we have once again made the Vouched For best financial advisers list in their Top Rated Guide 2023. Published in The Times (Saturday 18/3/23) This is our 10th year on the trot, having featured in the very first guide way back in 2014. Firms and Financial Advisers make it into […]
Should female financial advisers treat women differently from men? Well, according to the Pew Research Centre the answer is yes. Because they think and act differently from men. In their latest survey of women’s finances, they found that: 55% of cash ISAs are held by women 50% of landlords in the UK are now women […]
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The government has announced the first grants to be made under its new Dormant Assets Scheme, which will include lost pensions help. The scheme launched last year created a pot of money taken initially from dormant bank accounts. The scheme is voluntary, and all the UK Banks participate. They decide which accounts are dormant having […]
The Financial Ombudsman Scheme (FoS) has released the latest figures about the number of complaints it received in the last three months of 2022 from October to December including Financial Adviser near me complaints. The number was just over 41,000 up from 35,000 in the corresponding figure the year before. An increase of 17%. So, […]
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