Tax & Regulation | 4 Sep 14
Chase de Vere ordered to pay compensation
The Financial Ombudsman Service has ruled in favour of a client which was advised by Chase de Vere to invest £145,000 into three high risk UCIS funds, six years before his retirement.
People Moves | 4 Sep 14
Falcon appoints senior adviser for West Africa
London headquartered Falcon Private Wealth has appointed a senior adviser serving clients in West Africa.
People Moves | 3 Sep 14
DeVere opens San Francisco office
DeVere Group, one of the worlds largest financial advisory companies, has opened its first office on Americas west coast, as it plans its first foray into Canada.
Profiles & Comment | 3 Sep 14
The Alchemist Profile of Ian Heslop
With a PhD in medicinal chemistry and OMGI’s Ian Heslop is used to analytical thinking a skill which no doubt helped his own transition from the scientific study of matter into the equally scientific world of finance.
Retirement | 3 Sep 14
Unit linked guaranteed products could plug
Unit linked guaranteed products could be a useful tool for advisers looking to meet clients retirement income following changes made in the Budget, according to Defaqto.