Tag Result: Andy Wilson Financial Services
‘Giving ARs carte blanche creates potential for complaints and claims’ – Marketwatch
There are many reasons why a broker firm may choose to be operate through a network, inclu...
Advisers warn of steep exit fees on ultra-low rate equity release deals
Pure Retirement’s 2.59 per cent equity release deal made eye-catching headlines this wee...
‘Be there when we need you, be quiet when we don’t’ ‒ what makes a good BDM?
Providing accurate information and avoiding swamping advisers with marketing are key facto...
Uploading documents and case manager access at heart of lender service improvements ‒ analysis
Brokers have agreed that lender service levels are getting better, identifying the ability...
Mortgage clubs: ‘Newer players showing old guard how it should be done’ – analysis
Brokers have suggested that the higher procuration fees on offer from placing cases throug...
Broker Brexit preparations: ‘I’ve ignored all the advice from the FCA’ – analysis
Intermediaries are very relaxed about the UK’s upcoming exit from the European Union, ad...
Intermediaries split on including lender funding in advice ‒ analysis
Brokers are divided over to what extent they should consider a lender’s funding position...
Brokers call on lenders to increase ‘amazing’ but limited offset mortgage options ‒ analysis
Intermediaries have urged lenders to increase the number of offset mortgages on offer for ...
‘Time poor’ brokers welcome chance to learn and network online ‒ analysis
Time constraints are making it difficult to justify attending events in person, brokers ha...
From solicitors to Spar; how partnering with local businesses can create better broker service ‒ analysis
Intermediaries have suggested that partnering with like-minded businesses, particularly lo...
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