Jenny Hunter
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How to navigate changing inheritance tax rules with good estate planning
The new year is often a time to take stock financially, and for many families, this one will be particularly important. Forthcoming…
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Chelsea Financial Services: Five fund picks for 2025
Darius McDermott, managing director, Chelsea Financial Services explores the sectors, funds and trends that should be on your radar for 2025. Polar…
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Bank of England holds rates at 4.75% as expected | the industry reacts
The Bank of England has announced its widely predicted decision to hold the base interest rate at 4.75%, following its Monetary Policy…
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Bank of England holds rates at 4.75%: experts explore what it means for mortgage and property
The Bank of England has announced its decision to hold the base interest rate at 4.75%, following today’s Monetary Policy Committee (MPC)…
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The evolution of Paraplanners: Mentorship, motivation and success strategies with Sam Patterson
In the often fast-paced and high-pressure world of financial services, in many cases, paraplanners are working behind the scenes, translating complex financial…
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The Timebank: The two areas AI has evolved into, and what that means for your business
In this three-part series, Damian Davies, Head of Engagement at The Timebank, will explore the rapidly evolving world of AI. He’ll begin…
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Direct or network? Finding the right fit for you…
Choosing between direct authorisation by the FCA and joining a financial adviser network is a pivotal decision for financial advisers establishing or…
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Why greater clarity over pension investments would boost engagement
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) tells us why he believes that if we’re to start to close the advice…
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Why work with a specialist provider? A Q&A with Chester Rose FP’s Sue Allen
With over 20 years of experience working with dental professionals, Sue Allen, Head of Financial Planning at Chester Rose Financial Planning, knows…
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Morningstar Wealth introduces a new consolidated reporting tool
Morningstar Wealth has unveiled their new consolidated reporting tool designed to simplify the lives of paraplanners. By addressing the complexities of modern…
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