Tag Archives: Mattioli Woods
Virgin Money and Mattioli Woods find new stewards
There were two deals in UK financial services last week that caught my eye, both involve “non workplace pensions” as the FCA like to call wealth management using pension tax incentives to wrap client’s money for retirement. The first was … Continue reading
The New Dawn Fades (for IFAs)
For twenty five years we have been sold the need for independent financial advice. I was an IFA once and never for a moment reckoned I was offering independent advice – one product looked pretty much like another and if product … Continue reading