Ascentric platform acquired by M&G
Investment platform Ascentric has been sold by Royal London to fund provider M&G. Ascentric is one of the wrap platforms...
Why the polluter never pays
As a Financial Conduct Authority (FCA) authorised and regulated firm, we are required to have several arrangements in place to...
New Managing Director for Informed Choice
We are pleased to announce a new Managing Director for Informed Choice. Informed Choice has announced the appointment of Shelley...
Will this ban on pension transfer contingent charging fix anything?
The scandal of members of the British Steel Pension Scheme receiving terrible advice to transfer to private pensions and place...
Nominees for the 2019 Women in Financial Advice Awards
Today is International Women's Day, and we're pleased to share the news of some Informed Choice nominees for the 2019...
Don’t Lose Interest!
I know that it can be difficult to follow financial writing, but I hope that this post is more interesting...
Transparency is an important part of our culture
Transparency is an important part of our business culture. We want to ensure that our clients have full and complete...
The dangers of white, middle aged, middle class investment managers
Are white, middle-aged, middle-class investment managers dangerous? I recently a seminar presented by one of the leading investment houses. At...
Pension cold calls are now illegal – here’s how to keep your retirement fund safe
A new law has come into force which makes it illegal for companies to cold call about pensions. The ban...
What is your record as a firm of Chartered Financial Planners?
Prospective clients occasionally ask us about our record as a firm of Chartered Financial Planners. It's a perfectly reasonable question...