Annie Gomes
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Where financial advice is personal
In the first of a two-part Q&A series for IFA Magazine, Sue Whitbread talks to Mike Morrow of The Openwork Partnership, one…
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Michelle Hoskin: finding the excellence in everyone
Recruiting – love it or hate it, it’s all part of a day’s work when you are growing a successful business. Done…
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Meeting client demands around sustainability
ESG (Environmental, Social and Governance) and sustainability are now key factors for investors when making decisions about their portfolio. Julia Dreblow and…
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Sustainable finance: it’s a compliance thing (it’s not just about ESG!)
Few can be more experienced in matters of ESG and sustainable investment than Lee Coates OBE, ESG Accord. In this, the first…
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Working from home or office: what’s working best?
Rebecca Tomes speaks to a variety of financial and investment professionals about their experience working through the Covid-19 pandemic and asks which…
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Neil Blankstone highlights the importance of innovation and client focus in investment management
As global stock markets pause for breath and new regulated exchanges enter the market, Neil Blankstone, of Liverpool-based investment manager and stockbroker…
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Increasing interest in using EIS funds amongst advisers in GBI survey
Earlier this month GBI Magazine, in partnership with the Deepbridge Technology Growth EIS undertook a research survey of financial advisers and paraplanners…
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Time counts: latest insight from Compliance Consultant, Tony Catt
Are you making the best use of your time? Compliance Consultant Tony Catt highlights some of the ways in which advisers can…
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