How advisers can protect their brand and reputation

clock • 4 min read

Trademarking is not all that easy to do, but it is worth the time and effort to protect advisory businesses, writes Victoria Pearce

There's a worrying trend emerging at the moment. Following a rise in defined benefit (DB) complaints, claims management companies (CMCs) are using advisory firms' names to attract new business. We are aware of one firm that has been the target of a Google AdWords campaign by a CMC. It resulted in a flurry of further claims being issued and a downward spiral begins. Don't be fooled into thinking this is just a problem for the ‘big boys,' CMCs are indiscriminate. They'll choose to chase firms of any size.  So, what's the answer? If you haven't done so already, you should consider tradem...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

All the advice firm acquisitions that have taken place in 2026

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

Professional Adviser
clock 11 May 2026 • 2 min read
Consumer Duty driving advisers to justify and evidence fee increases

Consumer Duty driving advisers to justify and evidence fee increases

Clients willing to pay more but expect tangible service upgrades

Isabel Baxter
clock 08 May 2026 • 1 min read
Back office is the new battleground: Why operational scale will define the next five years

Back office is the new battleground: Why operational scale will define the next five years

Three questions advisers should be asking now

Russell Andrews
clock 06 May 2026 • 4 min read