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Naughty, naughty Lloyds bank
It almost doesn’t feel sporting anymore to bash the banks. Despite their previous status in society and dominant High Street […]
Julia Docker
Dec 11, 20132 min read
A Visit from St. Nicholas
With Christmas fast approaching, the team at Informed Choice sat down to record a reading of a favourite festive poem, […]
Julia Docker
Dec 10, 20131 min read
Choosing images to accompany blogs
Feedback is the breakfast of champions. We value feedback from our clients, as it helps us constantly improve and refine […]
Julia Docker
Dec 9, 20132 min read
Is there an advice gap?
Regular readers of Informed Choice blogs will know that we have written many times about the Retail Distribution Review (RDR) […]
Julia Docker
Dec 3, 20133 min read
Money Advice Service is not fit for purpose
To say we are not the biggest fans of the Money Advice Service would be something of an understatement. The […]
Julia Docker
Dec 3, 20132 min read
Talking Business #6 – Arthur Childs, Arch Financial Planning
In the latest episode of Talking Business, we met with Arthur Childs, founder of Arch Financial Planning in Cranleigh. Informed […]
Julia Docker
Nov 29, 20131 min read
The Infoline 2013 RDR Impact Forum
Nearly a year after the introduction of the Retail Distribution Review (RDR), Informed Choice chartered financial planner Nick Bamford is […]
Julia Docker
Nov 26, 20131 min read
Is your ideal financial adviser white, old & male?
Financial advisers come in all shapes, sizes and varieties. The ‘typical’ financial adviser in the UK is white, middle-aged and […]
Julia Docker
Nov 22, 20132 min read
Face of advice 2013
Research from unbiased.co.uk’s GetAdvised campaign shows that more than half of consumers say they would benefit from seeking whole of […]
Julia Docker
Nov 20, 20132 min read
Dementia-friendly financial services
According to the Alzheimer’s Society, the term ‘dementia’ is used to describe the symptoms that occur when the brain is […]
Julia Docker
Nov 20, 20132 min read
How is your adviser paid?
I read an interesting article in the Wall Street Journal this afternoon, reporting on confusion about adviser fees and regulation. […]
Julia Docker
Nov 13, 20132 min read
Tougher standards for Chartered Financial Planners
Back in 2007, Informed Choice became the 99th firm of Chartered Financial Planners in the UK. We were proud of […]
Julia Docker
Nov 12, 20132 min read
Investments and unregulated individuals
If you have an investment portfolio of £500,000 (or less), who would you expect to be your point of contact […]
Julia Docker
Nov 8, 20131 min read
How important is independence?
As a firm of Chartered Financial Planners, we are proud to offer independent financial advice as we help our clients […]
Julia Docker
Nov 5, 20133 min read
Five scary financial services
On Saturday evening, I ventured into the deep dark woods with my six year old daughter and we did battle […]
Julia Docker
Oct 31, 20133 min read
Be very careful out there!
As Martin wrote about this morning, the Financial Conduct Authority (FCA) has fined and banned two Surrey based IFAs and […]
Julia Docker
Oct 18, 20131 min read
Giving financial advisers a bad name
The Financial Conduct Authority (FCA) have imposed total fines of £855,000 on directors of Bentley Leek Financial Management, a firm […]
Julia Docker
Oct 18, 20132 min read
I’ll tell you what I want, what I really, really want
This afternoon I have been preparing slides and my speech for a conference in London in November on the subject […]
Julia Docker
Oct 17, 20132 min read
Have you heard of the Retail Distribution Review?
If you are a consumer of retail financial services, you should have heard by now about the Retail Distribution Review […]
Julia Docker
Oct 9, 20132 min read
Taking professional qualifications seriously
It was good to read this week that the Personal Finance Society (PFS) has experienced a record number of graduates […]
Julia Docker
Oct 8, 20131 min read
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