E15: Financial Services Disputes with Darren Kidd

16/10/2024 31 min Temporada 1 Episodio 15
E15: Financial Services Disputes with Darren Kidd

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Episode Synopsis

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 Kiddhttps://www.linkedin.com/in/darrenkidd/ Private Client Networkhttps://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 Chamihttps://www.linkedin.com/in/charleschami https://www.glamis-ifa.co.uk/ Host: Simon Tuttonhttps://www.linkedin.com/in/simontutton/