Administrator
Martin Bamford: So where's all the Financial Planning competition?
- Tuesday, 25 February 2020
Our business has a head office in Cranleigh, Surrey, which is the largest village in England; at least it's one of several in England claiming to be the largest.
Read more...Nicola Watts: Why scammers threaten us all
- Friday, 14 February 2020
It won’t have escaped the attention of those of us in the industry that the Financial Conduct Authority has made changes to the FCA Register, removing the name of all those in customer facing roles (except where they hold a senior management function).
Read more...Bamford: Why are so many Planners reluctant to go niche?
- Monday, 03 February 2020
I've had many conversations with Financial Planners and explained the importance of niche marketing, along with all of the benefits of picking a particular type of client to work with.
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