Talk to us
If so, you have arrived at the perfect place. We are a team committed to prioritising our clients’ needs in accordance with the FCA’s Consumer Duty, mirroring your commitment to evidencing the highest standard of financial advice.
I’ve completed dozens of bond surrender cases this year, and encountered several recurring themes and common pitfalls when dealing with bond surrender calculations. These calculations can be fiddly, especially if you haven’t dealt with one for a while. Dealing with changing regulation on certain aspects (I’m looking at you, top slicing relief) can make it … Navigating Bond Surrender Calculations: Tips & Traps