Jenny Hunter
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What’s next for advice? Succession’s Graham Nicoll on culture, consolidation and closing the gap
In an ever-evolving world of financial advice, change is the only constant. Whether it’s the wave of consolidation reshaping the advice landscape,…
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Saturn’s co-founders discuss the future of financial advice in an AI-driven world
AI – it’s the buzzword on everyone’s lips, and the financial advice sector is no exception. In a recent episode of IFA…
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Fixing the letter of authority process with consistency and collaboration – FLAG and Criterion lead the way
The letter of authority (LOA) process has been a long-standing source of frustration in financial services, and despite efforts to streamline it,…
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Estate planning with heart – how award-winning Chartered Adviser Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
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Investec provides new client Westbook Partners with £16.7 million loan for UK multi-let industrial acquisitions
Investec Bank plc (“Investec”), a leading international financial services provider, announces that its Real Estate team has provided Westbrook Partners, the real estate…
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Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar (pictured) says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game…
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My Pension Expert secures £25 million refinancing loan from OakNorth
My Pension Expert has today announced a £25 million refinancing deal with digital lender, OakNorth. The deal has allowed the business to…
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