Adviser / Broking

“Charge a bit more and use that money to educate and get more clients”

"The PDG feel that compliance officers should review the restrictions they impose on their advisers"

With immediate effect

“Putting a name, face and voice to a claims story elevates it to an entirely new level”

Now available for members to watch

"We can build a stronger and more consumer-focused industry"

"These firms operate with impunity and nobody seems to be able to stop them"

"The key thing is to identify the need and have a conversation"

“There is more work to be done to ensure that one’s sexual identity just becomes part of a conversation”

Financial wellbeing service Moneyhealth offers financial coaching