Our thoughts on...

Get your financial advice here. No sum too small!

Do we need to question one assumption about the IFA market, that they won’t advise on small pots? The FCA survey of 233 adviser businesses suggests that surprisingly few advice firms have a minimum threshold on clients’ investable assets and that most advisers are reaching further down the market than might be expected. This is […]

The answer is 42%. Now what’s the question?

Advisers are always keen to know what their peers are doing in terms of business strategy and how that strategy fits with their overall approach to providing advice. Providers, who wish to maintain or win market share, are always eager for intelligence about the market too. The FCA has now provided some valuable intelligence with […]