Greystone Financial Services has been told to compensate a client after it advised him to invest in unregulated investment schemes via self-invested personal pensions (SIPP).
At the time of writing, the Financial Ombudsman Service (FOS) showed four decisions against the firm, all that were upheld and all from the same client - Mr B. Two decisions involved investments in...
Maximum 30% of redress
Third Covid-19 resilience survey sent to advisers
Rise in clone scams
Managers plea for clarity over passporting rights
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams