The Financial Ombudsman Service saw a sharp drop in complaints over the past year, down nearly 117,000 to 271,468 in 2019/20, according to its annual complaints data published today.
Read more ...Perceived barriers prevent 2 in 5 accessing advice
- Wednesday, 03 June 2020
- Articles
New research has shown that two in five individuals are put off accessing financial advice because they think they have too little money to be of interest to Financial Planners.
Read more ...FCA bars 4 Cypriot firms for CFD scams
- Tuesday, 02 June 2020
- Articles
The FCA has taken action to stop four Cypriot investment firms that used unauthorised celebrity endorsements from continuing to offer high risk contracts for difference (CFDs) to UK investors after a number of customers lost more than £100,000 to the schemes.
Read more ...Barnett Waddingham promotes 9 new partners
- Tuesday, 02 June 2020
- Articles
The professional services consultancy Barnett Waddingham has appointed nine new partners across actuarial consulting, investment consulting, pension administration and IT.
Read more ...Planners 'increase client risk tolerance and reduce anxiety'
- Tuesday, 02 June 2020
- Articles
An investor behaviour project has revealed how 'emotional wellbeing' in difficult investment periods differs between those with a Financial Planner and those without.
Read more ...IWP appoints Chartered Planner to head Cornish hub
- Tuesday, 02 June 2020
- Articles
Growing Financial Planning firm Independent Wealth Planners (IWP) has appointed Chartered Financial Planner Wes Nixon FPFS to lead its Cornish hub as the firm plans further acquisitions to expand the regional hub.
Read more ...Schroders Personal Wealth prioritises vulnerable clients
- Tuesday, 02 June 2020
- Articles
Schroders’ Financial Planning joint venture with Lloyds Bank - which turns one year old this month - has been prioritising vulnerable clients as it moves to full remote client meetings during the Covid-19 lockdown.
Read more ...Empathy is 'most valuable' element of adviser service
- Tuesday, 02 June 2020
- Articles
Financial advisers regard their 'soft skills' as the most valuable element of their service to clients, a new survey has revealed.
Read more ...Financial Planning fees decline at AFH as Covid-19 hits
- Monday, 01 June 2020
- Articles
Fast-growing Financial Planning firm AFH says it is confident demand for Financial Planning advice will increase later this year despite seeing a £400,000 drop in Financial Planning fees due to the impact of the Coronavirus, the company reported today.
Read more ...Mattioli Woods maintains acquisition strategy
- Monday, 01 June 2020
- Articles
Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.
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