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A Statement of Value

A Statement of Value

The Financial Conduct Authority (FCA) introduced new rules on 30th September 2019, designed to strengthen the duty of asset managers...

A poke or a PROD?

A poke or a PROD?

The Product Intervention and Product Governance Sourcebook (PROD) rules were introduced over 2 years ago, as part of the wider...

UK Equity Outlook

We are currently reviewing our strategic asset allocation strategies for the year ahead.  Our view is that UK equities offer...

Complete Paraplanning Solutions

Introducing Complete Paraplanning Solutions, a fully bespoke outsourced paraplanning company.  After working for a number of financial advice and wealth...

Rise of the Paraplanner

Having worked as paraplanners for a significant period of time, it is gratifying to see increasing demand for and recognition...

New website design for Complete Paraplanning Solutions in Kent

Working with our media design partners Oast House Media, the new website design showcases our paraplanning services and our latest...