An adviser has persuaded a retired couple to contact the police and Action Fraud upon hearing they invested their life savings into a mini-bond provider that has gone off-grid.
IFS Wealth & Pensions director and Chartered financial planner Ricky Chan received a phone call out of the blue on 28 October from a Wales-based retired couple. They had accidentally rang Chan when trying...
MoD award for Quilter
Received 100 complaints
Expanding across North West
For smaller and medium firms
'There will be more consolidation'
Fee-based revenue fell 13%