Things I learned from the Personal Finance Society regional conference
Up until now I’ve always started each year with a clean slate and a fresh set of aims and objectives....
Introducing our new Financial Planning Director
We are pleased to announce that Shelley McCarthy has been promoted to become our new Financial Planning Director. Shelley, a...
Informed Choice responds to Financial Advice Market Review
In our response to the HM Treasury and Financial Conduct Authority (FCA) Financial Advice Market Review, Informed Choice has highlighted...
Are all wealth managers really this bad?
Wealth management is an important part of the Financial Planning process. A Financial Plan without wealth management is a bit...
Parents paying for University costs
It’s nearly that time of year again, when children fly the nest and head off to University for the first...
How to stay safe from scams
One of my colleagues is currently working with a couple who appear to have received a pretty raw deal from...
Retail distribution ban on CoCo bonds
The Financial Conduct Authority has added CoCo bonds to the list of investments banned for distribution to retail investors. In...
It’s time to regulate the non-regulated
Our professional body, the Personal Finance Society (PFS), has called for a review of regulated and non-regulated financial services activity, in...
Accessing cash in defined benefit pensions
Since the onset of pension freedoms on 6th April, we’ve not been deluged with enquiries from clients eager to access...
Informed Choice-U videos this week
Informed Choice-U is our series of daily three minute videos explaining key personal finance and investing concepts. This week we...