Resources

The Perfect Suitability Letter

At a recent Threesixty seminar Damian discusses what makes a great suitability letter, breaks down what the regulator wants to see and proposes a suitability report for the near future.

Damian Davies
Head of Engagement

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More resources

Three tools for perfect factfinding

It feels like the art of factfinding often gets diluted by the science of compliance.

Damian Davies

How you can get the government to help your clients retire early using a simple ISA allowance!

The Lifetime ISA (LISA) scheme was launched by the Government in 2017 to help ‘millennials’ onto the property ladder. With a generous Government Bonus of 25% on a maximum contribution of £4,000 grossing this up to £5,000, this can provide a real boost and incentive to save for first time buyers.

Niki Gahan

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