The End of Excessive Charges: A New Era for Financial Advisors
Wealth managers and financial advisers have long enjoyed charging substantial fees for their services, often unnoticed by their affluent clientele. However, recent developments have brought these practices under intense scrutiny, signalling the end of an era for...
St. James’s Place Faces On-going Challenges
St. James's Place, (Britain's prominent wealth manager), faces a challenging year as its practices come under scrutiny and its share price experiences a sharp decline. The company, with nearly 4,800 advisors managing over 900,000 clients' wealth, is contending with...
St James’s Place Among Top ‘Dog Funds’ in Latest Report
St James's Place has drawn attention as a significant contributor to the recently identified 'dog funds,' with its underperforming funds constituting a substantial portion of the total assets. The company has justified its position, citing changes in management and...
Understanding the Financial Services Compensation Scheme (FSCS): Let X-Claims Support You
If you’ve received financial advice from an FCA-regulated advisor who has ceased trading, you may be eligible to make a claim to the Financial Services Compensation Scheme (FSCS). The FSCS has the authority to award compensation for advisors no longer in business,...
SJP Firm’s School Fees Tax Strategy Under HMRC Scrutiny
A senior partner practice at St James's Place (SJP) is under HM Revenue & Customs (HMRC) scrutiny for advocating a controversial private school fees tax strategy. The strategy, promoted by SJP-associated firm Apollo Private Wealth, involves the use of absolute...
Saint James’s Place (SJP) Complaint Experts
Have You Lost Money After Receiving Advice From St. James’s Place? Types of complaints: Mis-sold Pensions ISA’s, Investment Shares Stocks Offshore Bonds High charges and Penalty Charges General Mis-advice If any of the following points apply to you, it is...
Rowanmoor Pension Claims. Get SIPP Pension Claims Advice
Rowanmoor the SIPP Provider is in receivership and did not scrutinise the type of investments that were recommended for its pension customers. Consequently, investments in high-risk schemes have failed, leaving people with financial losses. Although customers can...
Pointon York. Get SIPP Pension Claims Advice
Pointon York, Get SIPP Pension Claims Advice today. The Financial Services Compensation Scheme has paid out £355,000 on claims against defunct self-invested personal pension provider Pointon York and £15m against IFAs who recommended the company’s product to...
Liberty SIPP Limited Enters Administration . Get SIPP Pension Claims Advice
The FCA announced the collapse of the self-invested personal pension provider, EBS Pensions Limited, part of the Embark Group, acquired the Liberty Sipp Limited business and customer assets. They then rebranded to Option SIPP. The legal entity Liberty SIPP Limited...
Heritage Pensions, Green Oil Plantations in Liquidation. Get SIPP Pension Claims Advice
SIPP pension provider Heritage Pensions has entered liquidation following a run of complaints upheld by the Financial Ombudsman Service (FOS). The complaints focused on the due diligence that Heritage conducted on financial advisers it accepted business from,...
Guinness Mahon in Liquidation. Get SIPP Pension Claims Advice
Guinness Mahon entered administration following a number of claims made against it relating to non-standard investments in its SIPPs. Like all the other SIPP providers before it, the firm got into trouble for its due diligence processes and procedures in relation...
DAC Pensions In Liquidation. Get SIPP Pension Claims Advice
DAC Pensions In Liquidation. Get SIPP Pension Claims Advice today. DAC Pensions is the latest SIPP provider to go into liquidation. The firm had 607 clients and administers assets of £26.7m according to the second supervisory notice published recently by the...
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