More advertising controls on the way?

The Advertising Standards Agency (ASA) is now reported to be getting involved in advertising for financial services products. This will be good news to the FCA who have been struggling to get financial services advertising brought within the scope of the online harms bill going through parliament and have been relying on goodwill from the […]

Read More… from More advertising controls on the way?

New Customer Charter is on the way.

The Financial Conduct Authority has announced (7th December 21) that it will be introducing a new Customer Charter into financial services by April 2023. They have been consulting on a potential change to the rules since July and although the consultation period runs until February, they have now announced that they will be pressing ahead […]

Read More… from New Customer Charter is on the way.

Is your Financial Adviser also a Claims Manager?

The Personal Finance Society (PFS) has expressed its concerns to the Financial Conduct Authority, that too many regulated financial advice firms are also registered as Claims Management Companies (CMC’s). It is four years now since the FCA took over regulation of CMC’s and its latest reports show that over fifty firms have both permissions. The […]

Read More… from Is your Financial Adviser also a Claims Manager?

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

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

Highly recommended to friends and relatives. Contacting Christina was the best thing we ever did. We wouldn’t be in the financial position that we are, without her.

Mr & Mrs L

We have been very happy with the service and everyone we have spoken to at the office has been very helpful.

Mrs P