LewysRichards
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- LewysRichards
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Comments
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It's been a few years since I sat R06, but I remember before the case study came out I had prepared a long list of technical areas that I wanted to brush up on, but the moment the case study came out all of that went out the window and I just studie…
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Hi Clare! I'm currently based in Newport, but as Richard said, I hosted a Powwow in Cardiff last year. I don't personally have any plans to host another Powwow this year, but would be happy to assist if you or any others here wished to host another…
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I believe Sanlam have a product which will allow this, although we never got around to completing one. Would need to be researched.
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Hi Clare, The only cost is the credits, and the price is based on how many you buy. There's no software, your account is managed through an internet browser. And yes, once you have your account set up anyone can send an email from anywhere to mobi…
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We have a system, although it's not used as often as it should be. We use Swiftpage ACT as our main database for contacting clients. The reason being that we wanted offline software where we're not relying on someone else to hold data, and because …
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I sat AF1 and J02 on the same day in April. To be honest it didn't feel any different to when I had a couple of days between exams, as long as you're prepared for both in advance. The issue for me was that I hadn't dedicated much time to J02 alone, …
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Thanks for the responses everyone. @richallum - The administrators have said in their email that it is the trustees who won't release the info, as stated by Ben. Hopefully they'll pay attention since I mentioned the Ombudsman in my complaint email.…
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Every person that I have spoken to has "referred it to the admin team", and I have since received an email from the admin team confirming that they won't provide the figures. The factors were included in writing in our initial request, but as usual…
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Just booked my ticket. See you there.
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We use Royal London quite often. Their servicing is generally very good and the product is fantastic value. It even allows full flexible access, including monthly UFPLSs, which is more than can be said for a lot of providers. They also have a 'draw…
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Where are you based? There is a workshop being run in Newport, South Wales on the 28th March. The speaker is Steve Davis of the Financial Adviser Academy, cost £120. If this is of any use to you, I can put you in touch with the person organising t…
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Morningstar offer passive model portfolios on the Aviva platform. I believe they are made up of 80% passive funds and 20% active, and the charges are capped at 0.50%pa (not including platform charges). However, they were only launched in May this ye…