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Testimonials

"I am writing to say how pleased I am with all aspects of your provision, from the guidance through the novation process to my initial compliance visit. Anyone who is able to make a 6 1/2 hour detailed compliance assessment both interesting and enjoyable must be quite exceptional!"

Dr David Carter APFS
Tiverton

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Latest News

A balanced view

July 20, 2017

Ronnie Taylor of Scottish Widows sets out his views on FSCS funding below, with an introduction from Ken Davy.

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Liberté! Egalité! Regulatory!

July 19, 2017

With MiFIID II, GDPR and IDD on the horizon, will UK firms be facing a REXIT (regulatory exit) or opening borders to EU legislation? 

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"Times change, but savings advice is still needed"

July 17, 2017

One of the most notable years for me was 1963. Jennifer and I had just bought our first house for the princely sum of £1,400, which back then seemed an awful lot of money.

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So FAMR, so good ...

July 11, 2017

12 months since its introduction, what effect is FAMR having on day-to-day business? Can we claim it’s so FAMR, so good?    

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