A number of our articles recently have focussed on how to avoid scams and keep your money safe, which is vitally important, but it is worth taking a step back to consider just how often this happens, particularly where an Independent Financial Adviser is involved. The last set of figures from the Financial Ombudsman Service […]
Read More… from Independent Financial Advice continues to be the safest option
Some better news for everyone, finally the first firm has been prosecuted and fined for breaking the new rules banning cold calling for pension business. The Information Commissioners Office (ICO) confirmed this week that marketing company CPS Advisory were fined £130,000 for breaking cold calling rules. This is good news because the only deterrent is […]
I’m sorry to have to report this, but men in their 50’s (that’s me unfortunately) are statistically most at risk from financial scams than any other group. According to the FCA a massive £31 million has been lost to scams since 2017 – so it’s a lucrative business for crooks. But why are us over […]
Our new promotional banner has now been installed at Burnley Golf Club, taking pride of place on the fence across from the Pro Shop and first tee. The Golf Club recently made these fence signs available to sponsors as part of their drive to increase commercial revenue and having been joint Club Captains in 2019 […]
Everyone is talking about the “new normal” these days and what that means and its no different in the financial advisor industry. Last week some of the biggest names in the industry were talking about their plans for the future and certainly things are going to be different. St James’s Place for example said that […]
Environmental, Social and Governance investing, known as ESG, has become increasingly popular over recent years. In fact, the latest estimates are that worldwide, £810 trillion are invested in ESG funds, so its big business! ESG investing has become more popular in particular as people have become more concerned about green issues and ethics. The problem […]
Read More… from Latest on Environmental, Social and Governance investing
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