Latest News Articles
New financial planning explainer videos now live
We have been working with Independent Check Ltd to add “explainer” financial planning topic videos to our website. We find that clients sometimes struggle to get to grips with complex financial topics, and in many cases videos get the message…
Chris Ryan talks to Michael Tomlinson MP about making financial services available for all and the benefits of socially conscious, or ESG investing
In the Peer’s Dining Room, I had the chance to speak to Michael Tomlinson MP about the challenges of making financial services available for all. The increase in fees caused directly by regulatory work is an unintended consequence of the…
Pension cold-calls banned
New cold-calling rules came into force on 9th January 2019. Unregulated companies are now banned from making unsolicited calls to sell pension advice. The FCA has found that an average of £91,000 was stolen per person by pension scammers last…