There was probably a quiet celebration in the offices of the Financial Ombudsman Service in South Quay Plaza in London after recent wins in the Court of Appeal involving the long-running dispute with IFA firm Heather Moor & Edgecomb.
Advisers are expert in the art of staying calm when markets are volatile. Amid the current Brexit chaos, that skill is more important than ever as clients look to the leading lights of finance for advice on what to do next. Money Marketing’s flagship conference, Money Marketing Interactive, returns on April 4. Just days after […]
Redirecting an inheritance into a discretionary trust helps beneficiaries regain control and escape the seven-year rule when regifting Alan and Barbara are a married couple in their early 60s with two daughters: Clarissa is 38, married with two young children and currently pregnant, while her younger sister, Diane, is single with a 10-year-old daughter. Alan […]
Compliance provider SimplyBiz has seen around 2,300 advisers adopt its end-to-end investment system Centra since its April launch. The system aims to be a one-stop-shop for advisers and includes goals-based planning tools, product research, suitability report processing and a centralised investment process offering backed by an independent committee. SimplyBiz co-chief executive Matt Timmins says: “Advisers […]