Category: Private Clients

How has open banking progressed?

Over a year and a half ago open banking was heralded as a revolutionary way to handle your money. You would be able to track all of your bank accounts at the push of a button. Controlling your direct debits,…

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Power of Attorney fee refund
Are you eligible for a Power of Attorney fee refund?

Between 1 April 2013 and 31 March 2017, the Office of the Public Guardian (OPG) generated a surplus of £89m from Lasting Power of Attorney fee overpayments. This happened because the OPG’s operating costs were reduced, but LPA application fees…

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Cash is king
Cash is king?

Economic and political uncertainty continues to create an environment where clients are wary of making major financial decisions. Taking a cash position for the time being is becoming more common for 25% of HNW clients*, who now hold more than…

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Fraud prevention
Fraud Prevention

Being a victim of fraud is becoming ever more common, if you haven’t experienced fraud directly, you will undoubtedly know someone who has. With fraudsters coming up with ever more sophisticated scams and methods of getting their web-based hands on…

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Chartered Institute for Securities and Investment Event - Financial Planning Annual Conference 2018
Chartered Institute for Securities and Investment Event

On the 1st and 2nd of October 2018, Peter Griffin and Alan Sneddon attended the CISI event at the Hilton Birmingham Metropole. Thank you to everyone who came along to visit our stand and meet Peter and Alan, it was…

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School fees
Saving for school fees

It’s that time of year again… New school uniforms, new teachers and for some – new schools entirely! The school holidays are ending, and our children are returning to school. But how do your clients pay for ongoing school fees?…

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Sharia-compliant savings accounts
What are Sharia-compliant savings accounts

Islamic savings accounts, also known as Sharia-compliant savings rarely appear on comparison website best buys. However, they can offer returns which compete with the top UK savings accounts. Islamic savings accounts provide a Sharia-compliant way of saving for Muslims living…

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Fraudulent Code
Top 10 tips to prevent fraudulent activity/ identity theft

Here are our 10 tips to protect yourself from cybercrime: 1) When providing payment details online, make sure you are using a secure site – look for the padlock icon in the address bar to verify this. From July 2018,…

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Meet the Team – Client Management

We took 5 minutes to chat to Jordan Braithwaite, DCM Client Management Supervisor. Managing the team of DCM Client Managers in Richmond can provide a varied work day but just don’t get him too excited about savings rates… How long…

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