Launching Alexander House Financial Services (AHFPL)

AHFS Holding PLC, the parent company of Alexander House Financial Services Ltd (AHFSL), has launched a new subsidiary company called Alexander House Financial Planning Ltd (AHFPL), that is regulated under CAERUS Financial Limited. The business will operate with the same ethics and principles as AHFSL but expand to provide a full range of independent professional financial advice.

Campbell Macpherson: A simple vision to restore trust in financial advice

The gold standard of innovation occurs when a company looks to solve a core business issue by starting from the perspective of the customer; when it uses technology to reduce cost, reduce risk and deliver an improved customer experience; when it sets out to make its partners and customers successful; when it learns from past mistakes but also realises that not everything done before was wrong; and when it sets out to get the basics right (which of itself can be quite a differentiator).

Campbell Macpherson: A simple vision to restore trust in financial advice

The gold standard of innovation occurs when a company looks to solve a core business issue by starting from the perspective of the customer; when it uses technology to reduce cost, reduce risk and deliver an improved customer experience; when it sets out to make its partners and customers successful; when it learns from past mistakes but also realises that not everything done before was wrong; and when it sets out to get the basics right (which of itself can be quite a differentiator).

City wire Article

Although a Sesame Bankhall board reshuffle saw managing director Nick Kelly exit in November 2012, Kelly didn’t stay down for long as he re-emerged in April 2013 with a new national IFA.

Budget 2014: Greater choice in pensions explained

At the moment people don’t have full flexibility when accessing their defined contribution pension during their retirement – they are charged 55% tax if they withdraw the whole pot. We’re announcing that from April 2015, people aged 55 and over will only pay their marginal rate of income tax on anything they withdraw from their defined contribution pension – either 0%, 20%, 40% or 45%.

IntelliFlo Case Study

launched in July 2013 as the first post RDR national business model in the UK. The model is to run a national IFA service whose focus is on ‘Virtual’ specialist advisers as well as regionally based advisers. Its aim is to transform the financial services landscape and help to rebuild consumer trust in the industry.

Face-to-face services phased out by digital advance

By Iona Bain in Manchester | Published on ftadvisor.com May 08, 2014

The digital revolution will radically diminish the desire for face-to-face services in the financial sector, Chris Skinner has claimed.

The chairman of the Financial Services Club said that it was now possible for consumers to conduct the entire mortgage application process virtually.

Draft response to FCA Guidance Consultation 13/5- Supervising retail investment advice: inducements and conflicts of interest

We welcome FCA making its position clear on funding from Providers as we believe this has the capacity to help create a more level playing field in the market between both Providers and Intermediaries.

However, we believe that the examples of good and bad practices are likely to lead to a reduction in providers contributing to the advancement and education of advisors and will ultimately lead to an increase in costs to the consumer.