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As you’d expect from an Independent Financial Advisor, we provide a broad range of services – click on any link below for more information. However, services are only recommended after we’ve conducted a fact find with you to eastablish your existing position, your goals and your attitude to risk. We’ll then recommend suitable strategies and product to help you meet your goals and objectives for Investment and Pension Planning, Protection Planning, Mortgages and your overall Financial circumstances.

Promoting competitiveness is a juggling act
Speech by Sarah Pritchard, Executive Director, Markets and Executive Director, Internationalat TheCityUK International Conference 2024. Speaker: Sarah Pritchard, Executive Director, Markets and Executive Director, International Event: TheCityUK International Conference 2024 Delivered:18 April 2024 Note: This is the speech as drafted and may differ from the delivered version Highlights We want to strike a balance between […]
FCA
FCA finds concerns over insurers’ valuation of written-off or stolen vehicles
The Financial Conduct Authority (FCA) has identified shortcomings in how some motor insurance firms are valuing written-off or stolen vehicles. An FCA review has found evidence that suggests some firms are offering their customers less than their written-off or stolen vehicle is worth and, in some cases, are only increasing that offer when a customer […]
FCA
FCA sets out plan for the year ahead
In its Business Plan for 2024-25, the FCA has set out an ambitious programme of work for the final year of its 3-year strategy to achieve better outcomes for consumers and markets. Nikhil Rathi, Chief Executive of the FCA, said: 'We’ve already made significant progress in delivering against the bold vision we set out in […]
FCA
FCA asks Financial Advisers to review their processes in retirement income support
The Financial Conduct Authority (FCA) has today written to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. The lettercomes following the FCA’s thematic review of retirement income advice which examined how firms were providing advice. The review identified examples of good practice in the market […]
FCA
Four individuals charged over suspected water scam
The FCA alleges that the individuals ran an unauthorised investment scheme, which defrauded investors out of £3.9 million. The FCA has charged Bruce Rowan, David Simmons, Robert Sweeney and Justin Russell with multiple counts of conspiracy to commit fraud by false representation. Robert Sweeney and David Simmons are also charged with money laundering. The 4 individuals […]
FCA

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