Face To Face Finance News

There have been celebrations aplenty since we found out that we’ve won the MoneyAge Financial Adviser Award for Small to Medium Firm of the Year, beating off stiff competition from across the UK. The MoneyAge awards celebrate excellence, innovation and professionalism in the personal finance space. Winners for each category were selected by a prestigious…

Back in January, we were pleased to announce that our chosen Charity of the Year for 2020 was Age UK Suffolk. Over the past few months, we have really enjoyed getting to know the team there, finding out more about the work they do and helping support their Chinwags and other initiatives. It was therefore…

It’s safe to say if you read Ralph’s feature in a Diary of an Adviser from August 2018, a week in the life of an Adviser looks very different during lockdown. On Monday 23rd March 2020 everything had already been tried and tested in anticipation of Boris Johnson’s announcement, so we were all able to work…

One of our top priorities is always making sure our clients are happy with the service they receive from us. Our client survey is a way of checking in to see what we’re doing well and what we could be doing better. Firstly, a big thank you to everyone who took part. We received 120…

We are excited to introduce our Charity of the Year 2020: Age UK Suffolk. Despite being based in Norfolk, we have many clients in Suffolk and wanted to support the wonderful work that Age UK Suffolk do. Age UK Suffolk is a local, independent charity working with and for older people in Suffolk. Last year,…

There are some big changes happening for regulated firms, like us, in the UK. On 9 December 2019, the Senior Managers and Certification Regime (SMCR) – also referred to as the ‘Accountability Regime’ – will replace the Approved Persons Regime for all FCA registered firms. According to the FCA website: “The aim of the Senior…