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...
Asking for apology
SM&CR deadline 31 March 2021
Pressure mounts on FCA to tackle Google ad scams as sector says it's shown 'little appetite' to help
Monthly meetings not enough
Headed by Simon Monk
2,000 advice firms shifted
Building a brand
'Better balance between fee and interest income'