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Mattclegg

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Mattclegg
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  • Hi Dan, Thanks for flagging up the Royal London work, it looks really good. Age UK have a free 'Lifebook' where you can record all of the information your relatives might need after your death. https://www.ageuk.org.uk/information-advice/money-l…
    in Death and dying Comment by Mattclegg March 2023
  • Another vote for second hand Herman Miller chairs.
    in Recommend me an office chair Comment by Mattclegg May 2020
  • Thanks @BeckyJ the exam was a bit of a mixed bag for me, it started well but last couple of questions were terrible for me. Just have to keep my fingers and toes crossed now. @T_Smith I had a look at the AF6 before deciding to attempt J07. The AF…
    in J07 - Supervision in a regulated environment Comment by Mattclegg October 2019
  • HI Becky, i'm sitting the exam next week! I'm in a similar position, as the business has grown I've taken on more responsibilities on the compliance and management side. The syllabus covers areas like T&C, motivational models, disciplinary pr…
    in J07 - Supervision in a regulated environment Comment by Mattclegg October 2019
  • Calibri 11
    in Fonts for reports Comment by Mattclegg June 2019
  • Thanks Ben, that's a relief!
    in MiFID II & Pension Comment by Mattclegg February 2019
  • Morning all, We have some trusts that hold older Offshore Bonds where the underlying investments are held in a General Investment Account on a platform. The platform providers will be sending the charges disclosure statements to the Offshore Bond…
    in MiFID II & Pension Comment by Mattclegg February 2019
  • A couple of books I've recently finished are Atomic Habits by James Clear The Checklist Manifesto by Atul Gawande Both were very easy to read and offered some good ideas.
    in Book suggestions Comment by Mattclegg February 2019
  • The bit i'm still struggling with is the level to which we are aggregating the costs. For example we have clients holding ISA, GIA, SIPP, VCT and Investment Bonds, some accounts on platform and some off. In the past we have provided clients with tot…
    in langcat MiFID2 research Comment by Mattclegg January 2019
  • These ones are a bit old now, but here you go. Good luck with the exam. Matt
    in AF5 Comment by Mattclegg October 2018
  • Hi Becca,  I completed the CFP a few years ago and although the process was incredibly frustrating, it was easily the most useful exam I have taken. Whilst the CII exams are good at testing your technical knowledge the CFP requires you to be able t…
    in Qualifications - What next? Comment by Mattclegg April 2017
  • thanks Richard, yes I saw Cater Allen but finding any alternatives is time consuming. I suppose the Banks aren't keen on customers they won't be able to cross sell credit cards and loans too 
    in Trustee Bank Accounts Comment by Mattclegg April 2016
  • great, thanks for this.
    in Trustee Bank Accounts Comment by Mattclegg April 2016
  • Hi all, Cor its still a bit roomy in this big tent, I bet it'll fill up loads over the next few weeks! I'm Matt and I'm an in house Paraplanner at Crown Wealth. I've helped a little with the powwows and I'm looking forward to seeing how this new fo…
    in Say hello! Comment by Mattclegg March 2016