We are financial advisers, but what does that mean?

January 13, 2023

We are financial advisers, but what does that mean?

We are financial advisers, but what does that mean?

We will be running a series of posts each Friday to answer common questions that we get asked about what we do, and how we work.

The first one being... are we qualified and regulated?

The answer is, Yes! Annabel and Tarnia are both Level 4 diploma qualified financial advisers. All our advisers, and the firm are registered with the Financial Conduct Authority.

The Financial Conduct Authority (FCA) regulates the financial services industry in the UK. Its role includes protecting consumers, keeping the industry stable, and promoting healthy competition between financial service providers.

https://ecs.page.link/gdX7E

By Tarnia Elsworth April 17, 2025
Thank you for your lovely review, Janet!
By Tarnia Elsworth April 8, 2025
Do you have a rainy day fund?
By Tarnia Elsworth April 3, 2025
Pensions don't have to be boring...
By Tarnia Elsworth April 1, 2025
Are you ready for the new Tax Year?
By Tarnia Elsworth March 20, 2025
Are your pensions in a muddle?
By Tarnia Elsworth March 18, 2025
Do you have investments that need reviewing?
By Tarnia Elsworth March 11, 2025
We're really excited for the TPFS/HD beach clean!
By Tarnia Elsworth March 6, 2025
Are you ready for the Glitter Ball?
By Tarnia Elsworth March 4, 2025
Do you have pension saving totals of over £250,000?
February 27, 2025
We really appreciate you taking the time to leave this review
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