by Alan Marks | Jul 3, 2025 | For Clients
About Time Too The announcement that websites offering unregulated and potentially harmful financial “influence” are to be taken down is a welcome development, and one that professional financial advisers should note. According to a recent BBC article, authorities are...
by Alan Marks | Jun 29, 2025 | For Clients
Trust In Financial Advice is Growing. In a period marked by economic uncertainty and shifting investor behaviour, one trend remains clear: trust in financial advice is growing—particularly in the UK. According to a recent global investor survey by Natixis, a striking...
by Alan Marks | Jun 17, 2025 | For Clients
Consumer Duty – Good practices lead to good valuations. With Consumer Duty now embedded, many IFA firms are rightly reflecting on whether they’re meeting expectations — not just on paper, but in day-to-day practice. Recent findings published by the FCA have...
by Alan Marks | May 22, 2025 | For Clients
Have you started planning ? Thank you to everyone who got in touch following my last email. I have had some great questions and feedback, which I always welcome.If you missed it, here is a quick recap:Smaller IFAs are starting to feel the pressure.Recent coverage...
by Alan Marks | May 1, 2025 | For Clients
Why Smaller IFAs Are Exiting – and How Harrison Spence Can Help If you’re a smaller IFA, you may have noticed a shift in the industry — and you’re not alone. An increasing number of smaller firms are choosing to leave the sector, as recent Financial...
