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Gold Standard Award for Pension Transfers

10th June 2019

Our UK company has been awarded the CII Gold Standard for pension transfer advice. This voluntary code was introduced last month by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society who work to promote ethical behaviour, high standards of professionalism for technical... read more

Posted in: Financial Planning, Pensions

The role of trust in financial services

28th May 2019

Many of our clients choose to stay with us over the years – through lifetimes and sometimes even generations. David Pugh explores why we value trust as the cornerstone of all of our client relationships: Prompted by an article by Herman Brodie, a former algorithmic trader for an investment... read more

Posted in: Financial Planning, News