Latest News & Blog

Matt Timmins: New guidance body has no right to word 'advice' Matt Timmins: New guidance body has no right to word 'advice'

20 Oct 2017

Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice

Government must help meet the needs of the elderly Government must help meet the needs of the elderly

11 Oct 2017 Ken Davy

Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.

"A princely way of looking at succession issues" "A princely way of looking at succession issues"

04 Oct 2017 Ken Davy

Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.

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M Mohan
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Latest News

"How turning a blind eye got us to where we are now"

July 18, 2018

It was not many years ago when it became virtually impossible for anyone to obtain PI cover at a reasonable premium. Such was the crisis that the then regulator, the FSA, turned a blind eye to the fact that over a thousand firms were trading without PI insurance.

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How to help clients create a lasting power of attorney - CPD article

July 16, 2018

Buzz Aldrin’s recent decision to sue his family for mismanagement of his finances has, quite rightly, reminded advisers across the pond that those appointed to make decisions on a client’s behalf need to be selected with the utmost care.

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Global markets are set up for stock pickers, say industry heavyweights at SimplyBiz Group Advice Show

July 10, 2018

Geopolitical changes are creating the ideal investment environment for stock pickers, according to industry experts speaking at the most recent Advice Show.

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"Hello, have you been mis-sold an accident claim?"

July 05, 2018

I am sure you will have been delighted to note that, at long last, the Financial Conduct Authority (FCA) is going to formally regulate the ambulance chasers.

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