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Articles by Phil Bungey, Advance by Embark

Phil Bungey, Advance by Embark

Phil Bungey is Chief Operating Officer of Advance by Embark. Phillip is a highly experienced financial services director with an outstanding track record in delivering business solutions encompassing e-commerce, product development and change management across financial services. A former Chief Operating Officer of 7IM and Nutmeg, he has previously held senior positions at Barclays Stockbrokers, UBS and Lloyd’s of London.

Advance by Embark awarded Platinum rating by AdviserAsset for 4th year in a row

By Phil Bungey, Advance by Embark

Embark Group news, General news, Press Release

Advance by Embark (Advance) has been awarded a Platinum rating for 2022 by AdviserAsset for the fourth year running. The rating recognises the value of the Advance platform and its enduring commitment to meet the needs of adviser clients and their customers.

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Advance by Embark secures 9th consecutive Defaqto 5 Star Rating

By Phil Bungey, Advance by Embark

Embark Group news

Advance by Embark (Advance) has been given the Defaqto 5 Star Rating for the 9th consecutive year, the highest possible rating offered. This confirms Advance’s continued position at the forefront of the advised platform market.

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Advance by Embark awarded AdviserAsset’s Platinum rating for 3rd year running

By Phil Bungey, Advance by Embark

General news, Press Release

Advance by Embark (Advance) has today been awarded AdviserAsset’s Platinum platform rating for the 3rd year running.

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Global pandemic: how the crisis can be a catalyst for change

By Phil Bungey, Advance by Embark

COVID-19, Embark Adviser newsletter

If necessity is the mother of invention, then the lockdown has certainly driven the immediate widespread adoption of technological solutions by financial advisers, to stay connected with their clients. Will these changes will prove to be crisis-only measures or the catalyst for more fundamental change?

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