It is extremely important that we adhere to FCA guidelines around Know Your Customer, especially in today's market with first-time buyers, investors and home movers being key to our introducer...

Like me, you’re probably glad January is over, especially as it will mean the end of the ‘New Year, new you’ messages that we’ve been bombarded with.

New build developers are pressuring clients away from their chosen IFAs with up to £10,000 worth of incentives, anecdotal evidence shows.

In our Q3 remortgage market review I pointed to the £82bn worth of market maturities which were set to take place over the last four months of 2018, so how did such a wealth of opportunity...

Mentoring schemes are not a new idea in business - quite the opposite, in fact. Their benefits - increased confidence and knowledge, better networking, longer-lasting working relationships - are...

When I began my journey as a broker in 2011 I quickly learned that being self-employed meant that each month I am no longer guaranteed a salary from the bank that I had just literally left and that...

Nutmeg, the biggest robo firm in the UK, has started hiring human advisers. If you’re an IFA, it’s tempting to take the news as a vindication or an admission that automated services can’t...

As editor of Financial Reporter for the last four years, I thought I'd read everything there was to know about first-time buyers.

When the Chancellor applied a 3% stamp duty surcharge for people purchasing second properties in April 2016, it had a knock on affect on parents trying to help their children onto the property...

Now that Christmas is over and we’ve stopped talking about shopping and overindulgence, the rhetoric has, predictably, turned back to Brexit.