IFA Forum

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IFAs have never had it so good? IFAs have never had it so good? by	0 replies 62 views 0 likes	Anonymous 17 Nov 2015
Looking for a new file checking company . Looking for a new file checking company . by	0 replies 106 views 0 likes	Anonymous 27 Oct 2015
Judge backs IFA over claim he should have corrected pre-2008 crash advice Judge backs IFA over claim he should have corrected pre-2008 crash advice by	0 replies 89 views 0 likes	Anonymous 14 Oct 2015
What have you learnt about running a financial advice business? What have you learnt about running a financial advice business? by	0 replies 74 views 0 likes	Anonymous 2 Sep 2015
"Stop whinging & fight back!" says New IFA body "Stop whinging & fight back!" says New IFA body by	0 replies 138 views 0 likes	Anonymous 14 Aug 2015
AF3 Past Papers AF3 Past Papers by	0 replies 73 views 0 likes	Anonymous 2 Jul 2015
annuity fees annuity fees by	7 replies 143 views 0 likes	Anonymous 23 Jun 2015
Property SIPP for IFA (ME) Property SIPP for IFA (ME) by Anonymous	4 replies 93 views 0 likes	Anonymous 23 Jun 2015
Very taxing???? Very taxing???? by	0 replies 19 views 0 likes	Anonymous 22 Jun 2015
Do you agree with what this IFA told Cameron? Do you agree with what this IFA told Cameron? by	2 replies 131 views 0 likes	Anonymous 17 Jun 2015
How do you charge for new reg ISA and Pensions How do you charge for new reg ISA and Pensions by	14 replies 329 views 0 likes	Anonymous 14 May 2015
IFA receives £10m commission in error! IFA receives £10m commission in error! by	0 replies 118 views 0 likes	Anonymous 11 May 2015
Was IFA harassed by FSA? – Court says no but... Was IFA harassed by FSA? – Court says no but... by	0 replies 182 views 0 likes	Anonymous 16 Mar 2015
"IFAs act with caution to avoid scandal" Digby Jones "IFAs act with caution to avoid scandal" Digby Jones by	3 replies 120 views 0 likes	Anonymous 9 Mar 2015
Paul Lewis - Advisers don't own 'advice' label!!! Paul Lewis - Advisers don't own 'advice' label!!! by	10 replies 385 views 2 likes	Anonymous 9 Feb 2015
Jersey Trustees Jersey Trustees by	0 replies 11 views 0 likes	Anonymous 4 Feb 2015
IFAs dropping clients with less than £50k to invest? IFAs dropping clients with less than £50k to invest? by	1 replies 190 views 1 likes	Anonymous 10 Dec 2014
IFA - wanted IFA - wanted by	0 replies 79 views 1 likes	Anonymous 9 Dec 2014
Another annoyed at Paul Lewis' comments Another annoyed at Paul Lewis' comments by	0 replies 162 views 1 likes	Anonymous 26 Nov 2014
"Advisers need to deliver to their clients’ service expectations" "Advisers need to deliver to their clients’ service expectations" by	0 replies 58 views 0 likes	Anonymous 18 Nov 2014
IFA leaves Sesame in order to retain ‘independence’ IFA leaves Sesame in order to retain ‘independence’ by	10 replies 410 views 0 likes	Anonymous 6 Nov 2014
The unusual relationship between adviser and client – almost a pact The unusual relationship between adviser and client – almost a pact by	0 replies 64 views 0 likes	Anonymous 5 Nov 2014
Buying an IFA practice? Follow these rules Buying an IFA practice? Follow these rules by	0 replies 72 views 0 likes	Anonymous 3 Sep 2014
Which instiution for IFA qualification? Which instiution for IFA qualification? by	7 replies 131 views 0 likes	Anonymous 16 Jul 2014
Top 10 times when IFAs take on the big boys & won Top 10 times when IFAs take on the big boys & won by	0 replies 54 views 0 likes	Anonymous 8 Jul 2014
Call for fixed price 'focused advice' by CII & Age UK Call for fixed price 'focused advice' by CII & Age UK by	0 replies 35 views 0 likes	Anonymous 26 Jun 2014
IFA sellers could end up accepting rock-bottom valuations IFA sellers could end up accepting rock-bottom valuations by	0 replies 42 views 0 likes	Anonymous 4 Jun 2014
IFAs - would you sell up? IFAs - would you sell up? by	0 replies 46 views 0 likes	Anonymous 23 May 2014
At last - FCA to consult on long-stop At last - FCA to consult on long-stop by	3 replies 125 views 0 likes	Anonymous 8 Apr 2014
Which EXPO are you going to attend? Which EXPO are you going to attend? by	9 replies 144 views 0 likes	Anonymous 17 Mar 2014
Fixed Fees and ISA and Pension Reviews Fixed Fees and ISA and Pension Reviews by Anonymous	1 replies 61 views 0 likes	Anonymous 14 Mar 2014
SJP event being advertised as 'independent'??? SJP event being advertised as 'independent'??? by	10 replies 282 views 3 likes	Anonymous 11 Mar 2014
Advice firms look for a long stop alternative Advice firms look for a long stop alternative by	1 replies 43 views 0 likes	Anonymous 19 Feb 2014
Investors awarded FOS compo CANNOT pursue adviser for more Investors awarded FOS compo CANNOT pursue adviser for more by	0 replies 115 views 0 likes	Anonymous 14 Feb 2014
Harlequin chief’s son found guilty of fraud Harlequin chief’s son found guilty of fraud by	0 replies 57 views 0 likes	Anonymous 13 Feb 2014
Unregulated SIPP Investment sales - how can this carry on? Unregulated SIPP Investment sales - how can this carry on? by	4 replies 172 views 0 likes	Anonymous 21 Jan 2014
"Most small IFAs will not exist in 10 years time..."? "Most small IFAs will not exist in 10 years time..."? by	2 replies 224 views 0 likes	Anonymous 8 Dec 2013
Couple left 500k in debt due to IFA Couple left 500k in debt due to IFA by	1 replies 101 views 1 likes	Anonymous 14 Nov 2013
IFAs apply for review of FOS rulings on Keydata IFAs apply for review of FOS rulings on Keydata by	0 replies 36 views 0 likes	Anonymous 30 Oct 2013
Investors targeting IFAs over Harlequin Investors targeting IFAs over Harlequin by	0 replies 51 views 0 likes	Anonymous 23 Oct 2013