Critical ‘to have conversations early to discuss the options and agree a plan’

The lifeboat fund received one claim related to unsuitable investment advice

Follows the retirement of Samuels’ in-house adviser

‘Liability for any claims against IFG may sit with another firm’

In partnership with 258 MGT, Anthony Joshua’s management company

Aiming to ‘further improve diversification across the portfolios’

Allows access to ‘a broader, more diversified set of asset classes’

Jackie Leiper discusses recent resignations and plans for the future

‘The vast majority of people self-serve, or don't seek advice’

The FSCS received five claims in total, including one valid claim