News

Don’t ‘Bank’ on meeting your Adviser! – March 2013

Getting your adviser to meet you, might be harder than you think! The start of 2013 marked a watershed for the Wealth Management industry. The Retail Distribution Review, or RDR as it is known, will come to be seen as a seminal moment in the...

20 May, 2015
Retail Distribution Review – January 2013

New regulatory environment On 31st December 2012, the Financial Services Authority (FSA) is introducing new rules that affect the financial services advice market called the “Retail Distribution Review” (RDR). Its aim is to ensure that customers get good quality advice, products and services suited to their...

20 May, 2015