Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]
Offences relate to trading in shares of IT firm Logica.
Nobody wants another misselling scandal. So clearly, it is paramount that pension freedoms work alongside adequate consumer protection. The Government and the FCA have arguably done their best to put this in place in the tight timescale they had. We have the requirement that people wanting to transfer from defined benefit to defined contribution schemes […]
Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]
After a quiet year for M&A in 2016, particularly in the FTSE 250, Neptune’s Holly Cassell believes we could be in for a much busier 2017. UK M&A activity is really gathering steam, with new deals being announced at an encouraging frequency. In fact, we’ve had the best start to the year since 2008, with […]
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