by Richard | Feb 28, 2020 | Archive
Anthony Bolton was a favourite amongst Independent Financial Advisors when he ran the Fidelity Special Situations Fund. His latest venture’s results at Fidelity’s China Special Situations Investment Trust have not been so impressive....
by Richard | Feb 28, 2020 | Archive
I would really like to find out how large the percentage of Financial Ombudsman Service (FOS) cases heard by the FOS are made against Independent Financial Advisors and the percentage of cases where the FOS has ruled against Independent Financial Advisors compared...
by Richard | Feb 28, 2020 | Archive
I am delighted that Virgin Money has started a process of securitisation for UK prime residential mortgages. I hope this is a sign that the bond market has confidence in UK mortgage lenders and British Banking institutions. I hope it will make my life as an IFA and...
by Richard | Feb 28, 2020 | Archive
Fortune always favours the prepared! Now that the new tax year has started why not open your ISA now and pay into it when you can? That way you will not be one of the stories in the following article http://www.bbc.co.uk/news/business-17547402rnrnThis information is...
by Richard | Feb 28, 2020 | Archive
As a tax payer I am furious following my reading of this article http://www.moneymarketing.co.uk/mortgages/rbs-sets-aside-435m-for-misselling-claims-and-tech-failure/1055754.article Every time RBS is fined it means that there will be less profits to pay back the...
by Richard | Feb 28, 2020 | Archive
I disagree with a lot many of the points put across in the following article http://www.moneymarketing.co.uk/analysis/ifas-continue-to-move-towards-qca-level-six/1054516.article I think competitive pressures and the advent of multi-disciplinary practices from the...
