News

Financial advisers have been inundated with Budget questions

FCA reveals survey results

Typical relationship with financial adviser lasts around seven years

‘Outdated’ PAYE system causing headaches for people accessing pots

Needs to include wider considerations of capital drawdown beyond pensions

The FOS received 133,019 complaints between January 1 and June 30, 2024

As speculation around CGT regime changes ramp up ahead of the Budget

Bought Ravenscroft Investments operating in Guernsey and Jersey

Autumn Budget on 30 October

Responses include client referrals and offering a more comprehensive service