Kim Pattison
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Octopus Live Online: The Estate Planning Show
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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How to build a digital adviser. Part 1: your website
It’s April 2020. It’s a great time for reflection. To pause for thought. But is there something you’ve forgotten? Something nagging away…
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King & Shaxson to present on their ESG/ethical integration
King & Shaxson will present on its ESG/ethical integration and how this has proven to provide added value in both respective performance…
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Tapping into women’s wealth
There is a clear need to support more women across the UK to engage with matters of investment, financial planning and the…
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The sustainable investment debate
Is sustainable investment simply the latest trend or is it a factor which is set to become mainstream? Brian Tora considers the…
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Equity investment opportunities in sustainable and impact investing
We heard a few criticise ESG, saying as a hot sector, it will suffer more in a correction. We have clearly seen…
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The lost art of communication
Communicating effectively with clients and peers is an essential component for successful financial planning firms. But are you using it to best…
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Responsible investing: register for the webinar
Ben Nelmes of the UK Sustainable Investment and Finance Association (UKSIF) will give a brief overview of the policy developments that will…
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Two-part online estate planning masterclass
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Got a client who needs to do some…
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Living in the free world
As recently reported in a previous IFA Magazine article, beckoning retirement has resulted in Lady H and I moving house, thereby dumping…
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