We are delighted to inform you that John Begg, Senior ATEB Consultant, has achieved the industry’s Chartered Status awarded by the Chartered Insurance Institute (CII).
As you know, Chartered Status is an exclusive title that reinforces the highest standards of professional practice.
John has added enormous value to our business since his arrival a few years ago. He brings 30 years of industry knowledge and experience, a critical eye, excellent analytical and consultancy skills and not least a wicked sense of humour.
The ongoing advice charge conundrum
Paul Jay Compliance 2018, Conduct, FCA, MiFID
A high proportion of advice firms operate a largely recurring income model and with this comes the obligation to conduct client reviews. This is a subject that raises its head frequently with firms, especially with Consumer Duty considerations. Reviews are nothing new but when MiFID II came into effect on 3rd January 2018 it introduced […]