Matt Williams
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Evelyn Partners: ISAs may not be out of the woods yet despite pause on cutting Cash ISAs
Jason Hollands, Managing Director of Bestinvest by Evelyn Partners, the online investment platform, has shared his thoughts on the future of ISAs.…
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DC schemes continue to back Net Zero despite global ESG backlash
Against the backdrop of anti-ESG sentiment among many global institutional investors, new analysis from independent consultancy Barnett Waddingham (BW) reveals that defined…
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Ask Octopus #2: How does ‘Power of Attorney’ impact estate planning when the client still has awareness and capacity?
Welcome to your Ask Octopus column, written by Tax Product Specialist at Octopus Investments, Toyin Oyeneyin. This is where, each quarter, we…
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Podcast #130: Education Champions are building better money habits for the next generations, with Vilma Marques at the CII and PFS
In this week’s episode of IFA Talk, we’re diving into the vital topic of financial education for young people. Joining IFA Magazine’s…
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NI&P Podcast #14: A broker’s perspective on the underwriting challenges for high-value life cover with JLHO’s Ken Maxwell
In the latest episode of our New Insurance and Protection Podcast, we dive into one of the most complex areas in the protection…
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Symvan Capital’s strategic exit of Custodiex marks digital asset custody milestone
Symvan Capital, the UK-based technology investment firm, today announced its partial exit in digital asset custody provider Custodiex following its strategic acquisition…
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Podcast #129: Dealing with investor anxiety with Novia Global’s Linda Johnstone
How can advisers help clients stay calm in stormy markets? In the latest episode of IFA Talk, Sue and Matt tackle a…
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TEI Podcast #5: The fundamentals of investing in small to mid-cap companies with Unicorn Asset Management’s Fraser Mackersie
In this latest TEI special episode of IFA Talk, Matt and Jenny dive into the UK’s small and mid-cap companies. While this…
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Beyond the 12-month limit: Streambank’s Roz Cawood on flexibility, speed, and broker support in regulated bridging finance
From tighter completion times to commercial diversification, StreamBank’s Roz Cawood reflects on how brokers can better support clients and overcome lending limitations…
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Podcast #128: The benefits that liquid alternatives can bring to multi-asset portfolios with Schroder Investment Solutions’ Ryan Paterson
With market volatility and economic uncertainty top of mind for advisers, today’s clients are looking for resilient, diversified portfolios that can help…
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