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Latest News

Trust in an Evolving Landscape

Trust in an Evolving Landscape: Adapting to Change Over 30 Years

Brokers have been caught up in the slipstream of a shift in sentiment prompted by financial scandals that have primarily not been caused by them. We also appear to see a change towards more direct human contact. After years of grappling with phone menus and online journeys littered with pop-ups and adverts, people want to be able to talk to another human being again.

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How our heritage shapes our future

How Our Heritage Shapes Our Future

We all like to reminisce. Getting caught looking back is easy, but using these experiences to pave the road ahead is more challenging. As a company of 30 years, we’ve had much to talk about and much to assess over our existence, giving us many tools to work with when planning our future.

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Vulnerable customers article by Phil Lewis

“Life is Like a Box of Chocolates…”

Vulnerability is not new, although the use of that label has taken on a new significance in recent years. The FCA talking about Vulnerable Customers is not new either – launching their first consultation on the subject in 2019 and publishing their industry-wide regulatory guidance in February 2021.

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