by Richard | Feb 28, 2020 | Archive
I read this interesting set of predictions from Aviva http://www.moneymarketing.co.uk/adviser-news/aviva-predicts-over-75-of-market-could-be-restricted/1049011.article I hope the predictions do not come to pass. If financial advisors are not independent they cannot be...
by Richard | Feb 28, 2020 | Archive
As the new proposed legislation goes through Parliament to change the FSA and the current financial services regulatory framework I hope the legislation make the following points crystal clear:rn1. The New organisations are responsible for the Financial Services...
by Richard | Feb 28, 2020 | Archive
After reading the following article on the pass rates for Financial Advisor exams for the Chartered Institute of Insurance, no one can accuse them of dumbing down for the extra qualification requirements....
by Richard | Feb 28, 2020 | Archive
If you feel embarrest to speak about an elderly relative about inheritance tax planning or planning for nursing home fees, persuade them to see an Independent Financial Advisor about their general financial planning. IFAs are trained to bring the subject up as part of...
by Richard | Feb 28, 2020 | Archive
The following article in the Scotsman http://www.scotsman.com/business/personal-finance/more-stories/top_ten_tips_to_building_your_pension_pot_1_2096815 misses two points. First, when you come to retire you should take Independent Financial Advice on all of the...
