Huw Reynolds, ATEB Director, recently presented a cheque for £1,000 to Porfield Social Activity Centre (near Huw’s home village in Pembrokeshire). The centre provides support to adults with learning difficulties and helps to integrate them into the community.
The funds were raised by Huw’s charity bike ride from Whitehaven to Tynemouth.
A further cheque for approximately £1,000 will be given to Marie Curie Cancer Care.
Thank you to everybody who donated to both these worthy causes.



Should clients take Abridged Advice?
Paul Caine Compliance 2018, abridged, DB Pension, FCA, MiFID, Pension, Pension Transfer, Switch, TCF, transfer
Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should meet the client’s profile and needs? The actual product recommended should be the most suitable, taking account of features and costs. In relation to the second principle, the cliché about cheapest is not necessarily the […]