IFA Forum

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Accountants telling IFAs to halve their fees?! Accountants telling IFAs to halve their fees?! by	3 replies 213 views 0 likes	Anonymous 10 Jul 2013
URGENT HELP NEEDED URGENT HELP NEEDED by Anonymous	2 replies 125 views 0 likes	Anonymous 1 Jul 2013
Help please I am thinking of becoming a Mortgage Broker Help please I am thinking of becoming a Mortgage Broker by	14 replies 198 views 0 likes	Anonymous 29 Jun 2013
Why are the over 55s rejecting professional finance advice? Why are the over 55s rejecting professional finance advice? by	3 replies 97 views 0 likes	Anonymous 27 Jun 2013
£40 to cut out f2f and rely on phone £40 to cut out f2f and rely on phone by	5 replies 278 views 0 likes	Anonymous 26 Jun 2013
Will one-man advice firms survive without external support? Will one-man advice firms survive without external support? by	1 replies 55 views 0 likes	Anonymous 21 Jun 2013
Are lawyers knowledgeable enough to do will writing? Some say no! Are lawyers knowledgeable enough to do will writing? Some say no! by	8 replies 159 views 0 likes	Anonymous 20 Jun 2013
The cheek! Fancy calling IFAs parasites! The cheek! Fancy calling IFAs parasites! by	4 replies 407 views 0 likes	Anonymous 14 Jun 2013
Unregulated investments – what the public are told. Make sense? Unregulated investments – what the public are told. Make sense? by	2 replies 37 views 0 likes	Anonymous 14 Jun 2013
Skandia apologises after misplacing 100 adviser forms Skandia apologises after misplacing 100 adviser forms by	1 replies 13 views 0 likes	Anonymous 14 Jun 2013
Independent & restricted advice - Are your clients confused? Independent & restricted advice - Are your clients confused? by	1 replies 32 views 0 likes	Anonymous 5 Jun 2013
Odd income inequality within the financial services sector? Odd income inequality within the financial services sector? by	1 replies 29 views 0 likes	Anonymous 4 Jun 2013
“IFAs appear to have shifted their past business practices lock stock and barrel into a new regulatory regime” “IFAs appear to have shifted their past business practices lock stock and barrel into a new regulatory regime” by	6 replies 164 views 0 likes	Anonymous 1 Jun 2013
Aviva’s new tool to help advisers grow client banks Aviva’s new tool to help advisers grow client banks by	1 replies 37 views 0 likes	Anonymous 29 May 2013
Moneybox’s Paul Lewis “Fund Managers taking most of the gains” Moneybox’s Paul Lewis “Fund Managers taking most of the gains” by	1 replies 17 views 0 likes	Anonymous 28 May 2013
Liversidge – "Financial advice. Once the client has had it you cannot take it back" Liversidge – "Financial advice. Once the client has had it you cannot take it back" by	1 replies 53 views 0 likes	Anonymous 22 May 2013
Harlequin - …”50p commission for every £ invested”! Harlequin - …”50p commission for every £ invested”! by	1 replies 81 views 0 likes	Anonymous 21 May 2013
How much will YOU have to pay? Harlequin debacle How much will YOU have to pay? Harlequin debacle by	1 replies 34 views 0 likes	Anonymous 20 May 2013
Harlequin Directors may lose their home… Harlequin Directors may lose their home… by	3 replies 199 views 0 likes	Anonymous 17 May 2013
Over half of advisers worried about profitability. You? Over half of advisers worried about profitability. You? by	1 replies 35 views 0 likes	Anonymous 15 May 2013
You will NOT have to be regulated to write Wills You will NOT have to be regulated to write Wills by	1 replies 16 views 0 likes	Anonymous 15 May 2013
avelo/exchange avelo/exchange by	0 replies 27 views 0 likes	Anonymous 15 May 2013
Yet ANOTHER definition of ‘independent’ Yet ANOTHER definition of ‘independent’ by	1 replies 51 views 0 likes	Anonymous 13 May 2013
its not what is said. its not's what said its not what is said. its not's what said by Anonymous	7 replies 125 views 0 likes	Anonymous 7 May 2013
No Future In Financial Advice No Future In Financial Advice by	27 replies 418 views 0 likes	Anonymous 3 May 2013
Harlequin 'bribery'? BBC Panorama producer resigns Harlequin 'bribery'? BBC Panorama producer resigns by	5 replies 260 views 0 likes	Anonymous 30 Apr 2013
Should there be ‘free’ financial advice at age 50? Should there be ‘free’ financial advice at age 50? by	1 replies 22 views 0 likes	Anonymous 30 Apr 2013
IFA vs cricketer Paul Collingwood. Was what he wanted achievable? IFA vs cricketer Paul Collingwood. Was what he wanted achievable? by	1 replies 50 views 0 likes	Anonymous 29 Apr 2013
Independent Financial Advisers - No More Independent Financial Advisers - No More by	7 replies 285 views 0 likes	Anonymous 26 Apr 2013
Advisers using Standard Life platform up 12% Advisers using Standard Life platform up 12% by	2 replies 105 views 0 likes	Anonymous 24 Apr 2013
Are many of your clients aged 47 or over? Be prepared! Are many of your clients aged 47 or over? Be prepared! by	1 replies 104 views 0 likes	Anonymous 22 Apr 2013
What exactly do you need to do to stay independent? What exactly do you need to do to stay independent? by	1 replies 27 views 0 likes	Anonymous 15 Apr 2013
setting up a DA firm setting up a DA firm by	1 replies 42 views 0 likes	Anonymous 11 Apr 2013
Right To Buy Right To Buy by	5 replies 66 views 0 likes	Anonymous 11 Apr 2013
Suitability Report Software Suitability Report Software by Anonymous	5 replies 141 views 0 likes	Anonymous 4 Apr 2013
Sesame Sesame by Anonymous	4 replies 169 views 0 likes	Anonymous 4 Apr 2013
£900k short term savings £900k short term savings by Anonymous	0 replies 34 views 0 likes	Anonymous 3 Apr 2013
BBC Panorama on Harlequin pulled BBC Panorama on Harlequin pulled by	8 replies 309 views 0 likes	Anonymous 2 Apr 2013
Have I got this right? Have I got this right? by	38 replies 1,171 views 0 likes	Anonymous 22 Mar 2013
PI Insurance PI Insurance by Anonymous	1 replies 56 views 0 likes	Anonymous 22 Mar 2013