Still advising after '£400,000 blunder', trust funds and a green investment platform - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …
Still at work: Paul Herd, the adviser who lost us £400,000 The "apparent ease with which people can continue to offer advice after making costly blunders" is the focus of this Sunday Times article. It shines an uncomfortable spotlight on former Plymouth-based MFS Partnership adviser Paul Herd, whose advice it says cost a couple almost £400,000 yet still works in the advice sector at Elite Wealth Management in Cornwall, where he advises on protection products and acts as a paraplanner. According to the article, David and Sheila Solomon lost most of their pension savings after Herd advis...
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