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Compliance clinic launched to offer guidance around the regulation

Consecutive growth for the firm as group turnover rises by 20% in 2023

A 10% increase in transactions has taken the total owned to £900m

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

'The feedback to the FCA is clear: rules are preferred to guidance'

Investigating advice given prior to July 2019 from director Kathryn Brown

For ‘improved adviser efficiency and suitability of consumer outcomes’

Lifeboat fund says it is committed to pursuing best outcomes for customers

The wealth manager's annual report reveals

Just over one third of advisers would recommend onshore bonds