Posts containing our thoughts and musings.

We created this blog to share our thoughts and views on topical issues in the financial services industry. Read our comments on the latest FSA platform papers, thought leadership papers, interviews and best practice for due diligence. Check back for regular updates.

J11 Workshop anyone?

Last year many a long day was spent co-writing the J11 (Wrap and Platform services) course material with my good friend Mark Polson -known more widely as Mr Lang Cat!

We have now joined forces once again to bring you ‘A Platform for success’ – one day workshop to help you prepare for the exam. Sadly you still have to study but there are a few weeks left so Mark and I aim to make it fun, interesting, add some market insight but most importantly help you to prepare – sad but true ‘to fail to prepare is to prepare to fail – yes, the old ones are still the best!

Places still available in London, Edinburgh and Birmingham so call me if you are interested.

Read Workshop Info for more information then get in touch!


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Due diligence for advisers choosing a platform.

Flickr Source: Magali CThis month Gillian featured in Financial Planner Online, talking about the increasingly important issue faced by advisers, of platform due diligence. She shares her tips on how to make the process more productive and less tiresome.

Selecting the right platform partner or changing platforms can be one of a financial adviser’s biggest challenges. For many it will become an even larger challenge as the level of complexity, the number of choices and regulation grow over the coming years.

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