by Greg Vaughan | Nov 16, 2023 | Investments
There are many firms still advising people to invest in residential property in the UK. But the advantages of doing so have been eroded by changes in interest rates and Government legislation. Often the firms giving this advice charge very high fees and sometimes sell...
by Greg Vaughan | Nov 9, 2023 | Investments
Behavioural finance is a field of study that combines principles from psychology and economics to understand how people make financial decisions, including their attitudes towards risk. It suggests that individuals often deviate from the rational decision-making...
by Greg Vaughan | Aug 31, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr & Mrs A and their Aviva endowment policy The very first step in any complaint case is to indentify which firm has potential liability for the...
by Greg Vaughan | Jun 23, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mrs W and Lloyds Bank’s refusal to consider the case As a general rule of thumb, if a bank can find a reason to refuse to consider a case, it will. The...
by Greg Vaughan | May 16, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr & Mrs G and a Barclays structured investment product I see quite a lot of cases like Mr & Mrs G’s and it is fairly typical. A structured...
by Greg Vaughan | Apr 19, 2022 | Investments, Mortgage
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Miss H and her Zurich protection insurance One of the most common issues that arises is that of over-selling. This is not the same as mis-selling per se....
