What makes a good financial adviser?
The most recent Financial Lives survey conducted by the FCA revealed that only 40% of people trust financial advisers. With clients appearing to be dissatisfied with the level of service they're receiving, we look at the most important qualities a financial adviser should possess.
Why is good pension advice so hard to find?
A recent pensions study conducted by YouGov revealed that 45% of people find good pension advice hard to access. We look at the reasons for this and what can be done to help.
What are the benefits of seeking mortgage advice?
The Mortgages Market Study conducted by the FCA found that 80% of mortgages in 2016 were advised and 50% were arranged by an intermediary. We look at why so many choose to gain advice during the mortgage process rather than going it alone.
Autumn Budget predictions from our group head of advice, Austin Broad
Ahead of Budget 2019, group head of advice at AFH Wealth Management, Austin Broad, discusses his predictions, covering pensions, income tax, capital gains tax and housing.
How do we encourage millennials to see the benefits of protection?
There is very little interest amongst millennials when it comes to taking out protection policies. How can we engage with this demographic to highlight the benefits that come with having life cover?
Monthly economic commentary: October 2018
Our chief economist, Colin Warren, explores how the outcome of ongoing Brexit negotiations could impact sterling, gilts and UK equities during the coming months, in his latest commentary.
Has my adviser put me on the best platform?
Following AFH’s recent announcement to abolish platform fees, and the issues raised in the FCA's recent Investment Platforms Market Study, we're working to demystify the world of platforms. With so much competition amongst the many investment platforms on the market, we look at how you can determine if your adviser has put you on the best one possible.
Monthly economic commentary: November 2018
Our chief economist, Colin Warren, explores how an increase in US government bond yields is giving way to market volatility and increased investor nervousness, in his latest economic commentary.