Portfolio sample • 11th September 2026

Consumer Duty Raised the Bar for Mortgage Advice. Did Adviser Training Keep Up?

The Consumer Duty raised expectations for mortgage advice. This article asks whether the qualification and CPD framework gives advisers enough support to meet them.

Portfolio sample • 11th September 2026

Digital Onboarding: Where Convenience, KYC and Customer Risk Collide

Digital onboarding may verify an identity without revealing coercion, manipulation or who is really controlling the transaction. This article examines the risks hidden by a frictionless process.

Portfolio sample • 8th September 2026

Why Am I Being Asked So Many Questions About My Money?

Why firms ask where your deposit came from, what source of funds checks involve and how first-time buyers can prepare without being caught off guard.