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Platform cost comparison tool launched
Lime Outsourced Paraplanning director and owner Rebecca Lucas has launched an online interactive tool which allows adviser firms…
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Labour manifesto – the potential impact on people’s finances and long term savings
Labour has today published its election manifesto with plenty of proposals that could have a big impact on…
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Getting up to speed with EIS and BR: free ‘Plan to Grow’ event with EISA December 5th
EISA is the official trade body for the Enterprise Investment Scheme. It is a not-for-profit organisation whose principal…
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“Oh no – not another label!”
“Oh, no” was my first reaction when I was confronted with the recently launched UK initiative from the…
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A new era for estate planning
Stellar Asset Management is offering financial advisers the chance to build a family office solution for their clients…
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‘Staying optimistic and open-minded’
Andrew Sullivan talks to Hambro Perks about their team’s success, expertise and experience. What is your firm’s approach?…
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Paraplanning in practice
Increasingly, paraplanning is being seen by large numbers of professionals across the UK as a career choice in…
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FCA fines Henderson £1.9m for fund failings
The Financial Conduct Authority has fined Henderson Investment Funds Limited £1,867,900 for failing to treat fairly more than…
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Investing in transport and mobility – the Downing view
A note from James Nettleton, a Principal at Downing. Prior to joining the Downing Ventures team in summer…
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Use of EIS consistent among financial advisers despite rule changes
A survey of financial advisers on Enterprise Investment Schemes has found that the level of use has been…
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