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.



New Ad-hoc Suitability Review Template
Doug McFarlane Suitability 2022, content management, Mortgage, Pension, Periodic Review, platform, Power of Attorney, Suitability Review, Switch, transfer, Update
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost and provides various template related enhancements as well as a brand new template designed to assist firms in producing fast and compliant ‘ad-hoc business’ reports/letters outside of annual review. Full details of the enhancements can […]