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9 things to think about before you move network

We all know there are two ways for your business to be authorised; directly to the FCA or via Appointed Representative status, usually through a network.

I’ll save the direct authorisation v network debate for another day.

But, following recent experiences, and an excellent piece in New Model Adviser, I do want to talk about the issues advisers and planners should think […]

How Windy Is It . . . ? Monday, 8th May 2017 – No.228

The French election is the obvious topic for discussion this week; following last night’s votes, France will welcome their youngest ever President-elect, Macron. Despite a lower than expected turnout of 75%, Macron won convincingly against Le Pen, who conceded a 66.1%/33.9% defeat. We believe Macron’s win is a boon for France and a positive for Brexit negotiations going forward. Mrs […]

How Windy Is It . . . ? Tuesday, 2nd May 2017 – No.227

Following on from last week’s Windy, a relief rally swept through European markets on the back of the first round of the French elections.  Investors have been buoyed by a candidate with a mainstream economic reform agenda, who will take on and most likely defeat, Marine Le Pen.  The French market closed at its highest level since the Global Financial […]

How Windy Is It . . . ? Monday, 24th April 2017 – No.226

As we noted at the beginning of the year, 2017 would be dominated by politics and it would seem that last week epitomised that statement perfectly.
Theresa May’s decision to call a snap general election was pure political opportunism at its best. A brisk campaign of just seven weeks is the perfect antidote for British voters who are feeling election-apathy. This […]

Why every adviser needs a compelling website

I’ll happily admit to remembering the pre-internet age. I look back now and wonder how we ever survived without email, Google and the myriad of devices I use each day. But, in those non-digital times, how did advisers find new clients?

Usually word of mouth; recommendations and referrals from existing clients. Those advisers who were adept at getting referrals succeeded, those […]


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