Mortgage Broking For The Self-Employed

by | Feb 28, 2020 | Archive

If you are thinking about becoming self-employed or starting a company which offers services to another company it will become much harder to find a new mortgage at the best rates until you have three years accounts or tax returns to verify your income history. If you...

Gender Discrimination Changes & Annuities

by | Feb 28, 2020 | Archive

LV= a very respected financial institution which offers annuity products has announced that any contract entered into before 21st December 2012 when the rules allowing annuity companies to use gender as a factor in pricing an annuity offer rather than entering into...

Recent FSA Actions

by | Feb 28, 2020 | Archive

I was pleased to read the actions taken by the FSA in the following article. http://www.moneymarketing.co.uk/regulation/fsa-censures-ifa-firm-and-bans-director/1056129.article The FSA has had a history of inadequate action against individuals. I have made a Freedom of...

Fewer IFAs in London in Two Years’ Time

by | Feb 28, 2020 | Archive

The research conclusions in the following article are a worrying read for all Independent Financial Advisors http://www.moneymarketing.co.uk/regulation/just-13-of-consumers-want-ongoing-fee-based-advice/1056524.article If just 13% of people are prepared to pay a fee...

Respect To Independent Financial Advisors

by | Feb 28, 2020 | Archive

I was very pleased to read the following article http://www.moneymarketing.co.uk/regulation/martin-wheatley-industry-can-learn-from-ifas/1061470.article I am pleased by the respectful tone that the Financial Conduct Authority’s Chief Executive designate has towards...