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Good morning and welcome to your Morning Briefing for Wednesday 4 January, 2023. To get this in your inbox every morning click here. CII membership For some time now we have been trying to decipher the inner workings of the Chartered Insurance Insurance (CII) and Personal Finance Society (PFS). The week in the run up
Profile: ‘I’m sick of hearing advisers say: How am I going to create a business when I’ve got nobody to see?’ Just Wealth head of wealth David Magee on helping to link up self-employed advisers with client banks By Amanda Newman Smith 15 th March 2021 2:30 pm Many advisers get to a point in their career where they want to do their own thing, but becoming self-employed can be tricky because advisers need clients — and not all advisers can take a bank of existing clients with them. Just Wealth, the newly formed wealth management arm of Just Mortgages, aims to change al...