by Alan Marks | Sep 6, 2023 | News
Monenti Partners- Roles Our friends at Monenti Partners have a couple of great career openings available at the moment. If you are looking for either a Client Associate or Financial Planner role, this may be for you. Full details of the roles are contained within the...
by Alan Marks | Jun 3, 2023 | For Clients, News
Consumer Duty Update There are now less than 6 months to go until the new FCA rules on consumer duty come in to effect, how are your preparations going ? In January the FCA published their findings from a review in to firms plans and stated: “Many of the plans we...