Financial Services Archives - Page 14 of 50

Nov 13, 2013

I read an interesting article in the Wall Street Journal this afternoon, reporting on confusion about adviser fees and regulation....

Nov 12, 2013

Back in 2007, Informed Choice became the 99th firm of Chartered Financial Planners in the UK. We were proud of...

Nov 8, 2013

If you have an investment portfolio of £500,000 (or less), who would you expect to be your point of contact...

Nov 5, 2013

As a firm of Chartered Financial Planners, we are proud to offer independent financial advice as we help our clients...

Oct 31, 2013

On Saturday evening, I ventured into the deep dark woods with my six year old daughter and we did battle...

Oct 18, 2013

As Martin wrote about this morning, the Financial Conduct Authority (FCA) has fined and banned two Surrey based IFAs and...

Oct 18, 2013

The Financial Conduct Authority (FCA) have imposed total fines of £855,000 on directors of Bentley Leek Financial Management, a firm...

Oct 17, 2013

This afternoon I have been preparing slides and my speech for a conference in London in November on the subject...

Oct 9, 2013

If you are a consumer of retail financial services, you should have heard by now about the Retail Distribution Review...

Oct 8, 2013

It was good to read this week that the Personal Finance Society (PFS) has experienced a record number of graduates...