Kim Pattison
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Funeral plans guarantee so much more than Over 50s policies
Advising your clients to make financial preparations for their future, and in particular their funeral arrangements, makes good sense. For most, saving…
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The critical importance of Private Company Valuations in the post-Covid world
The Covid-19 lockdown dislocated the EIS funding world. Anticipated inflows of investment fell sharply in March. Some portfolio managers were no longer…
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Spotlight on the Dignity Promise
Dignity launched the Dignity Promise^ on 1st October 2019. This is a great enhancement to their range of Funeral Plans and makes…
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CoInvestor receives £2.1M funding as part of the Governments Future Fund and appoints new board member
CoInvestor, the platform digitising alternative asset investing, has received £2.1 million in funding via two rounds of investment – the latter being…
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Model portfolios – bringing transparency to the industry
Catch up on the Managed Portfolio Services Webinar 7th July 2020
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July’s Case Study – Clients paying overseas bills
Some advisers think currency transfer specialists like TorFX can only assist with the larger sums of money associated with property sales and…
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Why impact and profitable growth can go hand in hand
Fund manager John William Olsen explains how investors can use the M&G Positive Impact Fund to help solve major social and environmental…
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Everything you need to know about funeral plans
By the end of 2019, over 2 million funeral plans had been sold in the UK since 2002, according to the Funeral…
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EBI Portfolios answer key questions
Click here to register for the MPS Webinar to hear from experts in the space, including Craig Burgess, Chief Executive Officer of…
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Clever Adviser Technology to share expert insights…
Click here to register for the MPS Webinar to hear from experts in the space, including George Cliff MBA, Research Analyst &…
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