Occasionally Christina has a day or two off work! When she does you’re most likely to see her on the golf course. Christina and Phil like to travel around the country playing together as a pair in Mixed Competitions. Last week we were up in Northumberland taking part in a three day 54 hole competition […]
Good news this week, we managed to renew our Professional Indemnity Insurance (PII) for the next 12 months. You might think that it would be a straightforward matter to arrange insurance, but unfortunately in the financial advice market PII cover is getting harder and harder to acquire. The number of underwriters prepared to provide cover […]
I’m sure like us, you’ll be happy to hear that the number of Claims Management Companies (CMC’s) trading is on its way down according to the latest data from the Financial Conduct Authority (FCA). The FCA took over responsibility for regulating Claims Management businesses back in 2018 and holds a register of all authorised companies. […]
What is worse than having to complain about poor service? What about then having to complain about how your complaint is being handled – or not handled as the case may be. That’s just compounding a bad situation isn’t it. Well unfortunately the Complaints Commissioner has once again this week raise what it describes as […]
Read More… from The importance of dealing with complaints properly
The financial adviser market has been suffering from a serious lack of adviser numbers for almost 10 years now. Back in 2012 and just before, when the Retail Distribution Review came into force and advisers had to re-qualify, the industry lost over 10,000 advisers almost overnight. Many of those had been working for Banks and […]
Read More… from Are we about to train more financial advisers?
As we’ve highlighted before, we can’t quite understand why the FCA continues to allow unregulated introducers to operate in the financial services market – we can’t see how these companies provide any benefit to consumers? The latest example came last week in a report by insurance broker Lifesearch which called for leads generated online to […]
Read More… from Why does the financial services industry need unregulated introducers?
Awards and Accreditations
Mrs W
Mr R
Mrs C