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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/ 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

Private Client Network
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https://www.youtube.com/@ThePrivateClientPodcast 

For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.