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Our latest news

We post our news regularly keeping it fresh. Take a look at our views and options.

Financial Advisers – Have Your Say

Financial Advisers remember to have your say in January 2022………….. 2021 was a massive year of new regulation for financial advisers and their licensees with ‘Reg-October’ exhausting many of us. There are currently 2 consultations with treasury open for comment that will impact financial advisers, you can be passive or actively have a say and

Managed Accounts – Best Interest and Other Considerations

Join our very own Jenny Mulders, Simon Carrodus from The Fold and Toby Potter of IMAP, in this webinar, as together they explore advice on Managed Accounts – Best Interest and other considerations. Link to the recording below: