Jacqueline Wilson
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Interest Rate Decision – More industry comment
Andrew Wilson, Head of Investments at Towry: “Cutting from 50bps to 25bps will be unlikely to make much of a difference to…
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Interest Rate Decision – Industry comment
Gwilym Lloyd Jones, Wealth Planner at financial firm Sanlam UK: “With post Brexit fears of a recession and speculation about quantitative easing…
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Merseyside’s Second Largest IFA Firm Created After Deal
Gee and Watson has acquired McEwan Wallace Wealth Management, creating the second largest IFA firm in Merseyside. No figure was given for…
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Harvard Acquired by Ascot Lloyd
Dorset-based Harvard Financial Management has been acquired by Ascot Lloyd, the national IFA firm which specialises in financial planning, wealth management and…
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Robots Unlikely To Come To The Rescue
So-called robo-advice is not a credible means of tackling the UK’s advice gap say IFAs. This is the conclusion of new research…
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Tilney Bestinvest Completes Towry Deal
Tilney Bestinvest has completed its acquisition of Towry, creating one of the UK’s leading wealth management groups with over £20bn of assets…
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David Cowell: Investment Overview etc
Each quarter I pen a newsletter to clients entitled Investment Overview and the July edition is now being sent. You may wish to…
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Record Fund Flows for SJP
St James Place has notched up record fund flows for the six months to 30 June, 2016. At the halfway stage, Group…
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IFAs: The Human Touch Still Counts
A new study shows that when it comes to IFAs and their clients, there’s still value in the human touch, despite the…
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“AE continues to help turn around historic decline in pension provision…” TPR
Automatic enrolment (AE) “…continues to help turn around the historic decline in pension provision…” says The Pensions Regulator which has just published…
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