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Money MarketingProfile: Fiducia on really knowing your clientsMoney MarketingAs well as financial planning, the Fiducia group has corporate finance, commercial solutions and mortgage divisions, each built upon the idea that great customer service leads to referrals. However, 17 years on, how does that sit within the digital age ...
BdailyParsonage Financial Planning encourages 'new tax year resolutions'Bdaily“As part of the new financial calendar, individual ISAs are refreshed meaning that individuals can save tax-free up to £20,000 in finances, stocks and shares and for those at the later stage in life, the annual gift allowance of £3,000 is also reset ...
Middlesbrough lottery winner gambling gang jailedBBC NewsAs well as setting up gambling accounts, the men paid off credit cards and bought shares with her money. Detective Constable Rachel Graham said she believed the woman, who won the National Lottery in 2013, was "targeted because of her vulnerability ...and more »
The IndependentUS regulators hit Wells Fargo with $1bn fineThe IndependentA leading US bank is to pay $1bn - the largest fine imposed since Donald Trump became president - as punishment for selling customers car insurance they did not need and charging them unnecessary mortgage fees. In the latest in a series of scandals to ...and more »