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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 […]
Julia Docker
Apr 5, 20183 min read


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 […]
Julia Docker
Mar 27, 20185 min read
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 […]
Julia Docker
Feb 26, 20182 min read


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 […]
Julia Docker
Jan 29, 20183 min read
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 […]
Julia Docker
Dec 6, 20171 min read
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 […]
Julia Docker
Nov 21, 20173 min read
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 […]
Julia Docker
Oct 17, 20172 min read
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 […]
Julia Docker
Aug 17, 20171 min read
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 […]
Julia Docker
Jun 28, 20173 min read


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 […]
Julia Docker
Mar 6, 20174 min read


Financial Services Compensation Scheme extends levies
One of the costs we face as a regulated business is funding the Financial Services Compensation Scheme (FSCS). This compensation […]
Julia Docker
Jan 17, 20172 min read


Robo-advice is failing investors
Robo-advice. Possibly the least accurate title the world of financial services has created in recent memory. After all, there are […]
Julia Docker
Dec 20, 20162 min read


Closed-book customers should be treated fairly
Closed-book customers are more likely to be fairly treated with the publication of new FCA guidance. Do you have any […]
Julia Docker
Dec 10, 20162 min read


Getting fund managers in better shape
Is the FCA going to be able to get fund managers in better shape in the UK’s £7trn asset management […]
Julia Docker
Nov 20, 20163 min read


Make pension cold calling illegal for Halloween
On the day we get plagued by tiny ghosts, ghouls and zombies demanding sweets at our front doors, I want […]
Julia Docker
Oct 31, 20162 min read


Informed Choice Radio 121: Tom Blomfield, A New Kind of Banking
[smart_track_player url=”http://traffic.libsyn.com/informedchoice/ICR121_Tom_Blomfield_A_New_Kind_of_Banking-ICR121_Tom_Blomfield_A_New_Kind_of_Banking_.mp3″ title=”ICR121: Tom Blomfield, A New Kind of Banking” social=”true” social_twitter=”true” social_facebook=”true” social_gplus=”true” social_linkedin=”true” social_pinterest=”true” social_email=”true” ] In this […]
Julia Docker
Oct 12, 20162 min read
Making the best of Brexit
Following the EU referendum result in June, attention is turning towards making the best of Brexit. The Association of British […]
Julia Docker
Oct 3, 20162 min read


FCA is thinking about the ageing population
We are all getting older and this is having a big impact on the financial decisions we make. The number […]
Julia Docker
Sep 22, 20162 min read


Informed Choice Radio 115: David Stein, Money For The Rest of Us
[smart_track_player url=”http://traffic.libsyn.com/informedchoice/David20Stein-MP320for20Audio20Podcasting.mp3″ title=”ICR115: David Stein, Money For The Rest of Us” artist=”Informed Choice Radio” social=”true” social_twitter=”true” social_facebook=”true” social_gplus=”true” social_linkedin=”true” social_pinterest=”true” […]
Julia Docker
Sep 21, 20162 min read


10 characteristics to help you find the right Financial Planner
Finding the right Financial Planner for you can be hard work. When looking for the right Financial Planner, there are […]
Julia Docker
Aug 29, 20162 min read
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