Andrew Bennett, Group CEO, Beaufort Group reinforces the case for a truly independent approach to financial planning
4th July 2017
As one reflects on the immense changes the world of financial advice has seen against the back drop of a seemingly never ending era of ultra low…
Why I’m getting more worried about Final Salary transfers
1st July 2017
It was way back in February that I wrote my first blog. The subject was pension transfers (specifically Final Salary and Defined benefits schemes, to…
Which is best, network or direct authorisation? The definitive answer
1st June 2017
There are certain topics which get our profession hot under the collar: Active v passive Displaying fees on websites Network v direct authorisation…
Nine things to think about before you move network
1st May 2017
We all know there are two ways for your business to be authorised; directly to the FCA or via Appointed Representative status, usually through a…
Why every adviser needs a compelling website
19th April 2017
I'll happily admit to remembering the pre-internet age. I look back now and wonder how we ever survived without email, Google and the myriad of…
9 practical tips to help you develop professional connections
6th April 2017
If I asked 100 advisers for their ideal source of new clients, I would place a hefty bet that most would say recommendations from existing clients.…