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Martin Bamford

uncategorised

IFAs tell EuroMillions winners how to avoid pitfalls

This week Les Scadding and his wife Samantha Peachey-Scadding from Caerleon, South Wales, won £45.5m on the EuroMillions.

clock 13 November 2009 •

Investment

Warning on EU threat to complicate adviser charging

Confusion will reign among consumers if advisers are forced to divulge to clients the total expense ratio (TER) of their investments in mandatory disclosure documents, industry figures argue.

clock 30 October 2009 •

Your profession

Bamford launches business checking broadside

Checking the suitability of advice after it is delivered is akin to "putting the cart before the horse", IFA Nick Bamford says.

clock 17 September 2009 •

Your profession

Better Business: Unbundle your way to a brighter future

In an extract from their book 'Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services', Nick Bamford and Martin Bamford explain that while advice and products are currently packaged for remuneration purposes,...

clock 13 August 2009 •

Your profession

How to develop your client-centric proposition

In an extract from their book Get the Adviser Advantage: How to Survive and Thrive in the New World of Retail Financial Services, Informed Choice's Nick and Martin Bamford explain how to develop client-centric propositions.

clock 05 August 2009 •

Your profession

Nothing to fear from the RDR

You have nothing to fear from the Retail Distribution Review proposals. I promise.

clock 27 November 2008 •

Your profession

IFAs aren't paid to outsource risk management - Bamford

Clients are in danger of spending up to a year in inappropriate investments should advisers rely on managed funds to maintain risk profiles, Informed Choice joint managing director Martin Bamford claims.

clock 17 November 2008 •

Your profession

IFAs forced into second jobs in troubled market - Bamford

Many advisers are being forced to take second jobs to make ends meet amid the current market downturn, high-profile IFA Martin Bamford claims.

clock 12 September 2008 •

Your profession

How 'unbundling' worked for us

The recent Retail Distribution Review Interim Report sets out a compelling argument for the segmentation of advice and sales in the financial services sector.

clock 11 June 2008 •

Your profession

Time for a holiday?

I'm writing this blog as I sit next to the swimming pool, in glorious sunshine, on a holiday to South Africa . This introductory sentence is not designed to provoke jealousy in the reader, but to set the context of some things I wanted to write...

clock 01 May 2008 •
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