New government regulation for Independent Financial Advisers  

The government announced a major shake up of UK financial services, in the Queens speech, with the abolition of EU financial services regulation. This was widely expected after Brexit. The old EU regulations will be replaced with a new bill expected in 2023 providing new UK based regulation for Independent Financial Advisers. This is welcome […]

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Pension Advisers review – Worst performers named

In the latest Pension Advisers review, figures on the number of upheld complaints have just been released by the Financial Ombudsman Service (FOS), which reveal which pension and investment companies have performed the worst over the past 12 months. The top 10 are: Reassure Aviva Prudential Scottish Widows Phoenix life Not far behind are Royal […]

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Warnings from Money Advisors about debt increases

The latest Bank of England money and credit report has revealed large increases in debt according to warnings from money advisors. The report showed that mortgage debt rose to over £7 billion in March and increase of £2.4 billion over the previous month. This increase is a result of an increase in the Bank of […]

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A third of people say they need pension help at work

In the latest survey of workplace pensions by the Drewberry Group (FT Adviser 4/5/22) almost one third of people felt that they needed pension help at work because they were not being informed about their pensions. The survey also found that: • Over 40% needed pension help at work because they didn’t know how much […]

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Government to tackle fake Independent Financial Adviser reviews

The Competition and Markets Authority (CMA) has announced new rules to make the posting of fake Independent Financial Adviser reviews online illegal to help to protect the public. The Government has been concerned about the issue for some time, but now has the power to crack down. We fully support the initiative. It’s important that […]

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Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

We have always found Christina to be reliable and honest. We value her services because nothing is too much trouble and she is never too pushy.

Mr & Mrs P

The quality of service from Adele and everyone at the company was excellent, in fact the service we received was better than that.

Mr & Mrs F

I found it very easy to do business with Christina, she talked to me as a friend and I would recommend her to others.

Mrs L