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Richard Briggs, Dip PFS and Certs CII (MP & ER), former IFA, the founder and driving force behind Wexdon Financial Services

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Holding Banks To A Proper Standard

by | Feb 28, 2020 |

I was pleased to read the FSA is holding Banks to a proper standard. If customers are paying for a bank account with lots of features with insurance policies, it is a necessity that they cross check that the paying customer is getting good value for money and can or...

Industry Trends On Exposure To China

by | Feb 28, 2020 |

The following article is another industry professional decreasing their exposure to China http://www.moneymarketing.co.uk/investments/cazenove-decreases-china-exposure/1055400.article . I hold a personal view that China is higher risk than is generally thought. If you...

Liquidity Risk & Investments

by | Feb 28, 2020 |

I have recommended to some of my clients that they invest in corporate bond funds. They have been very popular over the past year owing to the poor returns on Bank and Building Society cash accounts. The following article is unsettling reading...