Annie Gomes
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Reset Connect Post event Interview with Mark Scanlon, CEO – Tenet Group Ltd
Reset Connect London 2022 – ExCel 28-29 June 2022. The UK’s leading Sustainability and Net-Zero Event, established to bridge the gaps between…
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Is intergenerational planning driving the future of advice?
A recent IFA Magazine survey, conducted in partnership with Pru, examined readers’ thoughts and perceptions of intergenerational advice. The vast majority of…
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Why advisers need to plan, do, check and act
To help advice firms to boost business success and engagement, Standards International’s Michelle Hoskin offers practical tips and useful process you can…
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ESG questionnaires: why you shouldn’t use them with clients
Ensuring suitability for clients’ investments means that advisers need to take more care than ever to ensure they are capturing all the…
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Inflation drain: tackling the inflation problem
Sarah Wakefield, Business Development Manager, Oxford Capital In the current environment, we’re being flooded with headlines on inflation. I recently read a…
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Jenson EIS Fund – deployment capabilities as early as July
Jenson Funding Partners (“Jenson”) is an early-stage investor that manages both SEIS and EIS funds. Our experienced team looks to invest in…
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Onwards and upwards: GrowthInvest takes over the Kuber platform
When news broke that GrowthInvest had successfully agreed the takeover of Kuber Platforms, we took the opportunity to ask Daniel Rodwell, CEO,…
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IFA interview: benefits of working with a specialist provider
Paul Haines is an IFA for Dental Financial Associates and has been providing financial advice to members of the Dental profession for…
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How the Sarasin responsible model portfolios offer an all-in-one solution for investors wanting to invest sustainably
The Sarasin range of model portfolios offer an all-in-one solution to asset allocation, fund selection and risk management, within a cost-effective service…
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4 things you’ve forgotten about the value of your advice; practical tips from Faith Liversedge
There are some aspects of advice that you might think aren’t worth mentioning, because they’re so day-to-day. That doesn’t mean they’re not…
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