A Lesson From The UK? Scandals & Over-Charging #291

Informed Decisions Independent Financial Planning & Money Podcast

Innhold levert av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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In this week's podcast I talk about the scandal of UK investment firm Saint James' Place. It is a monstrous financial advice and investment firm regulated by the FCA in the UK.

It has been marred by scandals over the past few years. They've been accused of it all; from 'rogue' investment managers (whose clients are still trying to get their money back), to recent over-charging claims. Is there a lesson for us to learn here about it? Lets take a quick look.

I hope it helps.

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