Annie Gomes
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Are you ready for the new beneficiaries of wealth?
For professional advisers and paraplanners only. Not to be relied upon by retail clients. About 30 years ago, the sudden and unexpected…
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Reset Connect: London Climate Week
Hear from the experts at the forefront of sustainable action! The Reset Connect London conference programme is now live featuring over 120…
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100 years of income protection
Dentists’ Provident CFO, Kirby Mardle, tells Rebecca Tomes why being an income protection specialist really matters and why working more with IFAs…
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Are managed portfolio services the answer for IFAs?
Compliance consultant Tony Catt shares his latest thinking on Managed Portfolio Services and why he believes they represent a win-win for both…
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ESG and sustainable MPS due diligence
Yes, it’s a challenge but the good news is that ESG Accord has got this sorted for you! In this month’s article,…
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Tom Keya on what works best when monitoring mental health in the corporate environment?
Tom Keya, founder, and partner of Ruthberg LLC shreds the truth on getting corporate wellbeing right. Helping staff to perform, feel secure…
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Realisation time for EIS
EIS investment usually steps up a gear in Q1 in the run up to tax year end despite the growing trend towards…
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Sustainable investing in the aftermath of COP26 and the Covid-19 pandemic
The need for advisers, planners and paraplanners to access genuine and accurate information about sustainable investing has never been greater. With growing…
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A day in a life of a fund manager
After attaining a PhD in organic electronics from Imperial College London Simon King started at Octopus Ventures as an Intern. Now heading…
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The potential risks of investing in SEIS and EIS
Investing in start-ups and early-stage businesses involves risks, including illiquidity, lack of dividends, loss of investment and dilution. It should be done…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
