New to finance sector

[essdeekay]

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Hi,

I am just starting work on my first finance-related website. It will be running on wordpress with a view to monetising it at a later date.

My background is in financial services - 12 years as an adviser and 7 years as technical consultant - the website will deal with all issues surrounding financial planning.

Naturally my concerns lie within what I can and CANNOT do on the website.

I already have a Data Protection Licence, but do I need a CCL if I am writing about mortgages and loans but not specifically advising on them from the site?

Would welcome any comments, suggestions, hints and tips.

Simon

[essdeekay]

Anybody?

Simon

[Michael_Anthony]

No, you won't need a CCL. Even if you provide leads on a pay per lead basis, you still won't need one.

It's only if you send leads to a third party who pays you on completion that a CCL is legally required.

Providing advice would need FSA and/or CCL licensing, so avoid it.

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