top of page
Specialist independent financial advice
As a result of the Retail Distribution Review (RDR), advisers will fall into two distinct categories; they will either be […]
Julia Docker
Nov 29, 20122 min read
Solicitors need to take real care with restricted referrals
The Solicitor’s Regulation Authority (SRA) has ruled that solicitors can make referrals to any type of financial adviser, ‘regardless of […]
Julia Docker
Nov 28, 20122 min read
Strange universe of financial services compensation
A short while ago I wrote a blog explaining what happens to £100 of revenue received by an authorised and […]
Julia Docker
Nov 27, 20122 min read
Why the Gold Standard Awards are so important
Last Wednesday afternoon, I travelled up to London with Nick, Andrew and Lizanne to attend the Gold Standard Awards 2012 […]
Julia Docker
Nov 26, 20123 min read
We won! Gold Standard for Independent Financial Advice
Informed Choice is delighted to have won the Gold Standard for Independent Financial Advice at the Gold Standard Awards 2012. […]
Julia Docker
Nov 21, 20121 min read
Where does your adviser charge actually go?
At the end of this year new rules will be introduced that mean advisers can no longer receive commission payments […]
Julia Docker
Nov 20, 20122 min read
Only an idiot recommends UCIS funds
Crime and punishment is getting a little medieval in the US this week. A woman from Ohio who was caught […]
Julia Docker
Nov 7, 20122 min read
Have you been shoehorned?
If you use the services of an Independent Financial Adviser (IFA), one of the things that you might value is […]
Julia Docker
Nov 2, 20122 min read
Your best business lesson?
Informed Choice managing director and chartered financial planner Martin Bamford was featured in Surrey Life magazine this month, sharing his […]
Julia Docker
Nov 2, 20121 min read
Terminate the FCA at birth?
The Adam Smith Institute has suggested that the government scrap their plans to pass regulation from the Financial Services Authority […]
Julia Docker
Oct 30, 20121 min read
What do clients really, really want?
Nick is speaking at the Platforum VI Conference “to 2013 and beyond!” at the Queen Elizabeth II Conference Centre in […]
Julia Docker
Oct 25, 20121 min read
Three financial services concerns
We spent some time yesterday with a Financial Planner from another local firm of Chartered Financial Planners, sharing best practice […]
Julia Docker
Oct 24, 20123 min read
How does an IFA charge for their services?
I had a meeting last week with a family lawyer who explained that some of her clients are reluctant to […]
Julia Docker
Oct 17, 20126 min read
One consequence of self-directed investing
The introduction of the Retail Distribution Review (RDR) on 31st December 2012 has led some commentators to conclude that more […]
Julia Docker
Oct 10, 20122 min read
Cracking down on misleading fund names
It is good to see the FSA addressing the issue of misleading fund names. Their latest quarterly consultation explains that […]
Julia Docker
Oct 8, 20121 min read
Are these valuable services?
If you engage with a financial adviser to provide you with investment services, what are those services? Do they represent […]
Julia Docker
Oct 5, 20123 min read
No getting around the commission ban
With the introduction of the Retail Distribution Review (RDR) less than three months away, the Financial Services Authority is making […]
Julia Docker
Oct 2, 20122 min read
Team Informed Choice at the Citywire 10k
Informed Choice took part in the Citywire 10k run in Regent’s Park last week, helping to raise money for charity. […]
Julia Docker
Oct 2, 20121 min read
Unbiased and not so unbiased advice
When investors are looking for an independent financial adviser, they often turn to the Internet to aid in their search. […]
Julia Docker
Sep 27, 20122 min read
What does Nick think about what does Ma think?
I recently wrote about the Money Advice Service (MAS) and apologised for the cringe making series of adverts they were […]
Julia Docker
Sep 21, 20122 min read
bottom of page