We are pleased to announce the appointment of Alistair MacDougall as Technical Manager.
Alistair brings a wealth of industry experience to ATEB, having worked in Financial Services since 1973. Previous roles include Head of Academy for Capita/Lloyds Bank and a variety of senior management roles for a national IFA. Alistair founded and ran a consultancy business in 1998 and since then has worked with a variety of clients, including Insurance Companies, Banks, Wealth Managers and Advice firms, in the UK, Channel Islands and Europe.
He has created and run Leadership and client facing skills programs for many well known financial firms.
In the run up to RDR, Alistair worked with many IFA firms to help them prepare for RDR changes and he presented workshops around the UK on RDR changes, Investment Process, Effective Pricing Models and VAT.
He has written many articles for the financial press over the years and has a broad range of expertise and knowledge that we know will be of value to our clients.
The replacement business blind spot?
Paul Jay Compliance Drawdown, FCA, Pension, PI, platform, Switch, transfer
We’ve been involved with a number of firms who are on the acquisition trail and as part of the due diligence work we support them with, we check a lot of advice files. It won’t come as a surprise that many of these involve replacement business. What never ceases to amaze us is that, despite […]