News

'A perfect opportunity for advisers to have a broad conversation with clients'

Clients value reassurance from advisers during cost of living crisis

Two purchases in Northern Ireland and one in St Helens

Number of financial advisers at the group set to reach 120

Spending more time educating clients on Consumer Duty would pay off

Executive director of consumers and competition speaks on upcoming rules

‘You only have to look at last year to see the importance of diversification’

The watchdog has issued another warning on how it will discipline firms

Firms not challenging themselves enough on “uncomfortable questions”

The wealth manager was authorised by the FCA between 2007 and 2022