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Lamplighters

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Steve

🎩 Can a FCA-regulated financial advice firm offer a stand-alone financial planning service that is not FCA-regulated? Absolutely, and here’s a brief on navigating these dual roles effectively:


Regulatory Clarity: The FCA requires distinct operational divisions, often referred to as "Chinese walls," to ensure compliance and independence of different service offerings.


Dual Hatting: Firms can operate both regulated financial advice and non-regulated financial planning under one roof.


Client Benefits: This approach provides clients comprehensive support, leveraging regulated and non-regulated services according to their needs.


Would you consider implementing this model in your firm? How do you see the separation of these services benefiting your strategy and client satisfaction?



Check out my blog: https://bit.ly/4bfihBG

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