In this episode we talk to Darren Kidd, Partner in the Financial Services disputes team at law firm Clarke Willmott. We discuss what’s involved in Financial Services disputes, who is disputing what and with whom. We look at Tax Efficient Investing, the importance of documented due diligence and the roles of the Financial Ombudsman Service and the courts in resolving disputes.
Finally, we talk about client acquisition and working with Financial Advisers and other private client professionals.
Darren Kidd
https://www.linkedin.com/in/darrenkidd/
Private Client Network
https://www.privateclientnetwork.co.uk/
https://www.linkedin.com/company/private-client-network/
https://www.instagram.com/private_client_network/
https://www.youtube.com/@ThePrivateClientPodcast
Host: Charlie Chami
https://www.linkedin.com/in/charleschami
https://www.glamis-ifa.co.uk/
Host: Simon Tutton
https://www.linkedin.com/in/simontutton/
