X

Mortgage & Property

New Insurance Professional

Family Office Bulletin

Mortgage Property

Insurance Professional

Family Office

Vala Capital to join expert panel

Join us on Thursday 11th February 10-11:30am for your EIS run-down to cover the foundational elements of how EIS can benefit your clients, particularly at this time of year.

Click here to register to hear from experts in the space, including James Faulkner, Director at Vala Capital.

James is one of the Directors and has responsibility for the experience of the investors and their advisers.

James has enjoyed a successful career in sales and marketing for over 30 years primarily within financial services with PwC, ABN Amro and Dun & Bradstreet but with spells in manufacturing and consulting too.

James is a Chartered Member of the CISI and holds the Level 4 Investment Advice Diploma.

Register now to hear James’ views on the following: 

  1. What are the risks to me and to this client for this advice?
    • The Manager – their security, longevity & commitment to the sector
    • The investments – track record of who’s choosing them and how they manage them
    • Portfolio – diversification
    • The risk of not doing this planning
  2. Tax – how much and how quickly will my clients get the tax benefits?
  3. Strategy – what will my clients actually be getting?
  4. Fees – how much will it cost my client and what’s the incentive to managers?
  5. Operational infrastructure – reporting and being kept up-to-date

Click here to register>>


Click here to find out more about Vala Capital

This Week’s Most Read

  • Sir Keir Starmer in pub brawl?

    Predictions of scuffles in pubs came true today, with a landlord being ejected from his own pub by interlopers. Sir Keir Starmer had been listening

  • Class of 2021 retirees at risk of running pension pots dry

    Two thirds (66%) of 2021 retirees risk not having the pension savings to sustain their planned retirement income, according to a new report launched today

  • Sir Keir Starmer, pubs and COVID – taking the piss, not taking a piss..

    We thought you weren’t allowed into pubs these days? Incredible scenes erupted today outside the Raven Pub in Bath, as Sir Keir Starmer was confronted

  • New financial advice service from Vanguard aimed at retirement savers

    Designed for investors saving for retirement, Vanguard Personal Financial Planning launches on the award-winning Vanguard UK Personal Investor platform – vanguardinvestor.co.uk/financial-advice. The service offers personalised

  • The Coming Decade for Climate Solutions

    Randeep Somel, Fund Manager, M&G Climate Solutions Fund, is finding reasons to be cheerful as he uncovers some of the powerful drivers of change which

  • The Superbia Group commits to accountability and living its core values with the formation of a new independent ESG Advisory Board

    The Superbia Group has today signalled its intent to live its values by announcing the appointment of a new independent ESG Advisory Board. The new

  • A Positive Charge

    Ben Constable-Maxwell, Head of Impact Investing at M&G Investments, is one of the driving forces behind the move to integrate ESG, sustainability and impact investing

  • Advice firm highlights how growing reputation boosts referrals amid pandemic

    National financial advice firm, Tenet&You, which opened its new offices at Haddington in December last year, has reported an increase in new business since the

  • A SPAC-tacular surge

    Written by Christopher Butcher, Momentum Global Investment Management During a period of extreme volatility and a global pandemic, the initial public offering (IPO) market had

  • Climate action and quality education are top priorities for sustainable investors

    Tribe Impact Capital aligns all its investments for its clients with the UN SDGs using its unique ImpactDNATM process 69% of all clients consider Climate

IFA Magazine

Keep updated on the most important financial events 

Make sure you are an informed

wealth professional..

Adblock Blocker

We have detected that you are using

adblocking plugin in your browser. 

IFA Magazine