EU regulator eyes shake up of passporting rules

Companies | 18 Nov 22

Following an increase in firms offering cross-border services to retail clients across the bloc

Gareth Blease was a professional golfer before joining Holborn Financial

Companies | 17 Nov 22

To provide a complete picture of customers’ portfolio including alternative investments and art collections

This fails to measure the planning and emotional support that clients get from IFAs

Companies | 17 Nov 22

Calls for system to be assessed to find a ‘fairer way’ to raise the state pension

Companies