IFA Forum

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A level students as para-planners then advisers A level students as para-planners then advisers by	1 replies 20 views 0 likes	Anonymous 5 Feb 2013
Are you an IFA or a counsellor? Are you an IFA or a counsellor? by	1 replies 34 views 0 likes	Anonymous 4 Feb 2013
You’re out! Failed to treat customers fairly You’re out! Failed to treat customers fairly by	4 replies 217 views 0 likes	Anonymous 24 Jan 2013
RDR ‘stranded?’ – Work based assessment route avail RDR ‘stranded?’ – Work based assessment route avail by	2 replies 102 views 0 likes	Anonymous 22 Jan 2013
Harlequin SIPP Harlequin SIPP by	1 replies 71 views 0 likes	Anonymous 21 Jan 2013
IFA sued for £500K IFA sued for £500K by	1 replies 61 views 0 likes	Anonymous 14 Jan 2013
Wanted – 60 IFA firms Wanted – 60 IFA firms by	1 replies 60 views 0 likes	Anonymous 14 Jan 2013
The top selling consumer funds The top selling consumer funds by	1 replies 13 views 0 likes	Anonymous 8 Jan 2013
Anyone using True potental llp platform or has joined their DA unit ? Anyone using True potental llp platform or has joined their DA unit ? by	3 replies 63 views 0 likes	Anonymous 7 Jan 2013
Financial Adviser leaves lottery winner with losses Financial Adviser leaves lottery winner with losses by	1 replies 33 views 0 likes	Anonymous 7 Jan 2013
investment charge investment charge by	8 replies 118 views 0 likes	Anonymous 19 Dec 2012
IFAs – Be aware of clauses when joining AR firms IFAs – Be aware of clauses when joining AR firms by	12 replies 395 views 0 likes	Anonymous 14 Dec 2012
Will IFAs be forced to deal with corporate pensions? Will IFAs be forced to deal with corporate pensions? by	1 replies 14 views 0 likes	Anonymous 7 Dec 2012
ifs AFA examination ifs AFA examination by	11 replies 157 views 0 likes	Anonymous 5 Dec 2012
London based IFA named fourth fastest growing firm in UK London based IFA named fourth fastest growing firm in UK by	1 replies 25 views 0 likes	Anonymous 3 Dec 2012
IFA fee transition a ‘challenge’ with no back up funds IFA fee transition a ‘challenge’ with no back up funds by	1 replies 33 views 0 likes	Anonymous 30 Nov 2012
Low-cost ‘digital IFA’ service launched - is it a threat? Low-cost ‘digital IFA’ service launched - is it a threat? by	2 replies 48 views 0 likes	Anonymous 22 Nov 2012
IFA’s churning caused network to collapse IFA’s churning caused network to collapse by	1 replies 86 views 0 likes	Anonymous 16 Nov 2012
lighthouse financial lighthouse financial by	0 replies 74 views 0 likes	Anonymous 8 Nov 2012
IFA seeks new rules for DIY investors IFA seeks new rules for DIY investors by	4 replies 51 views 0 likes	Anonymous 2 Nov 2012
What percentage of your clients would recommend you? What percentage of your clients would recommend you? by	1 replies 15 views 0 likes	Anonymous 23 Oct 2012
Bank ‘advisers’ have fewer clients than IFAs! Bank ‘advisers’ have fewer clients than IFAs! by	1 replies 21 views 0 likes	Anonymous 23 Oct 2012
Virgin: Prizes for your feedback Virgin: Prizes for your feedback by	2 replies 42 views 0 likes	Anonymous 22 Oct 2012
Will Writing will be a no-no for IFAs! Will Writing will be a no-no for IFAs! by	29 replies 655 views 0 likes	Anonymous 16 Oct 2012
FSA: RDR = 6.2% loss of advisers already! FSA: RDR = 6.2% loss of advisers already! by	3 replies 134 views 0 likes	Anonymous 16 Oct 2012
Income Replacement schemes Income Replacement schemes by	6 replies 66 views 0 likes	Anonymous 2 Oct 2012
going rate? going rate? by Anonymous	3 replies 80 views 0 likes	Anonymous 26 Sep 2012
RDR FAILS? RDR FAILS? by Anonymous	15 replies 221 views 0 likes	Anonymous 24 Sep 2012
Network told IFA to pay for Complaint. Network told IFA to pay for Complaint. by	10 replies 286 views 0 likes	Anonymous 14 Sep 2012
Lottery Winner Lottery Winner by	12 replies 316 views 0 likes	Anonymous 10 Sep 2012
Company says it will supervise unqualified advisers post RDR Company says it will supervise unqualified advisers post RDR by	1 replies 27 views 0 likes	Anonymous 10 Sep 2012
memory test memory test by	5 replies 61 views 0 likes	Anonymous 7 Sep 2012
Hurrahhhhh IFA gets payout after PPI timewasting Hurrahhhhh IFA gets payout after PPI timewasting by	3 replies 167 views 0 likes	Anonymous 6 Sep 2012
28! 28! by	1 replies 69 views 0 likes	Anonymous 5 Sep 2012
Another IFA in administration means 70 advisers owed Another IFA in administration means 70 advisers owed by	4 replies 286 views 0 likes	Anonymous 1 Sep 2012
Have you got your Statement of Professional Standing? Have you got your Statement of Professional Standing? by	9 replies 107 views 0 likes	Anonymous 25 Aug 2012
Unemployed to IFA in 10 weeks! Unemployed to IFA in 10 weeks! by	5 replies 159 views 0 likes	Anonymous 17 Aug 2012
Clarity at last! VAT on fees CAN be reclaimed Clarity at last! VAT on fees CAN be reclaimed by	1 replies 36 views 0 likes	Anonymous 17 Aug 2012
MAS – “continuing to work with IFAs to develop the service”? MAS – “continuing to work with IFAs to develop the service”? by	2 replies 41 views 0 likes	Anonymous 16 Aug 2012
adding mortgages to IFA service adding mortgages to IFA service by	5 replies 112 views 0 likes	Anonymous 16 Aug 2012