Updates

Beware of scams!

You may have heard about being aware of fake HMRC websites and emails supposedly from them – in fact you’ve probably had more than one email, we certainly have! If this is news to you, we wouldn’t want you to be caught out. A little while ago Roger Eddowes… Read More

Spring Statement

In another week dominated by Brexit, the 13th March saw Chancellor Philip Hammond’s Spring Statement arrive without the usual fanfare, though it made repeated mentions of the dangers of a no-deal outcome. The Chancellor warned that a no-deal Brexit would make the economy smaller and weaker, with higher prices for… Read More

Client duty of care

In July the FCA revealed new measures it will take to protect consumers and set out when and how the organisation will take action. Whilst we welcomed the Regulator’s ‘Approach to Consumers’ document, we can’t help but wonder what sort of company wouldn’t put their clients (and employees) at the… Read More

Join the social media revolution

The growth of social media in recent years has been nothing short of phenomenal. As financial planners, who are regulated by the Financial Conduct Authority (FCA), we have to be very careful about what we say and share on these platforms. What makes us tick? However those people who engage… Read More
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