Category Archives: Retail Distribution Review

Calling all Professionals

Posted on July 28, 2011 by admin

Our regular blog update takes a different turn this week as we talk about the professionals that we are able to work with and can help to deliver a first class service to their clients. With the implementation of the … Continue reading →

Posted in 2011, Financial Planning, Professional Connections, Retail Distribution Review | Tagged , | Leave a comment

Changes to the way you receive Financial Advice

Posted on June 3, 2011 by admin

The Financial Services Authority (FSA) has recently publicised its proposed changes to the way that financial advisers must operate from 31st December 2012. The FSA has been working with firms, advisers, consumer groups and industry experts to improve how investment … Continue reading →

Posted in 2011, Financial Planning, Regulation, Retail Distribution Review | Tagged , , | 1 Comment