Improving competition in the UK’s asset management industry
Are you getting good value for money from your asset manager? The Financial Conduct Authority (FCA) has published the latest...
New pension transfer advice rules
The Financial Conduct Authority (FCA) has published new pension transfer advice rules. The regulator is also seeking views on additional...
Choosing a legitimate financial adviser
There are several steps you should always take when choosing a legitimate financial adviser. One of these is checking that...
Be vigilant to social media fraudsters
It’s always important to be vigilant about the risk of investment fraud, but the scam artists seem to be changing...
Finalist for Expert of the Year
We are delighted to share the news that our managing director Martin Bamford has been shortlisted for Expert of the...
Is your financial adviser lying about his qualifications?
Is your financial adviser lying about his or her qualifications? A new study by Which? Money gives us pause for...
Job vacancy: Paraplanner in Cranleigh
Edit: This vacancy has now been filled. As our award-winning firm of Chartered Financial Planners continues to grow, we have...
Job vacancy: Administration Assistant in Cranleigh
As our award-winning business continues to grow, we have a vacancy for an Administration Assistant to work in the busy...
How the £7trn asset management industry will change
This morning saw the publication of the Financial Conduct Authority’s long-awaited final findings of its asset management market study. It’s an...
Financial advisers for people living with dementia
Can a financial adviser go into a care home or approach adults with dementia in their own homes to drum...