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If I were a rival of HSBC I would not use John Charcol

I was intrigued to learn that HSBC is to offer whole of market advice in its branches in conjunction with John Charcol.

If I were a rival lender, I would not want to distribute products via John Charcol, using the same excuse HSBC does for not accepting third party business.

And what a short memory HSBC has – doesn’t it remember the Bradford & Bingley fiasco?

David Carter

Carter Financial Planning

By email


Proc fees for retention don’t add up, says AfI

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Johnson Fleming is a finalist at UK Pensions Awards 2016

The UK Pensions Awards shine the light on excellence and recognise the advisers, providers and investment managers that offer the highest level of innovation, performance and service to occupational pension schemes and their members. This year’s awards looked at advisers and providers across 31 different categories and were rigorously judged by a panel of senior […]


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