Matt Williams
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Investing in innovation with the Parkwalk Opportunities EIS Fund
The Parkwalk Opportunities EIS Fund is open all year round and offers advisers and clients a unique gateway to invest into university…
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Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space
The Impact Investing Institute has published a pioneering report, sponsored by Schroders, designed to help wealth managers understand the competitive landscape and…
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Podcast #121: The friction and fixes for Letters of Authority, with Flag’s Justine Pattullo and Criterion’s Nick Green
Let’s face it—Letters of Authority (LoAs) are one of the biggest pain points in financial services. They should be straightforward, but more…
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What to be aware of when contesting a will
Financial advisors should be mindful of the growing risk to financial planning strategies involving wills. There has been a remarkable rise in…
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Fidelius takes stake in established IFA, Vobis Ltd
Fidelius, the fast-growing Bath-based IFA firm, has announced its investment into Vobis Ltd, a financial planning business specialising in high-net-worth clients. Fidelius…
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Jenson Ventures welcomes Steve Leighton as new partner
Jenson Ventures announces that Steve Leighton, a two-time exited founder and one of their earliest portfolio company entrepreneurs, is joining the firm…
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Podcast #120: Rethinking advice – The behavioural finance advantage with Oxford Risk’s Dr. Greg B. Davies
In this week’s episode of IFA Talk, we dive into one of the most exciting developments in personalised advice: behavioural finance. We…
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TIME Investments identifies seven UK infrastructure sectors to watch
TIME Investments, which specialises in real asset income-producing funds, including the TIME:UK Infrastructure Income Fund, is predicting higher investment in UK infrastructure…
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Majority of investment firms believe SDR has improved transparency and comparability of sustainable funds, despite implementation challenges
Four fifths (80%) of firms surveyed by the Investment Association believe SDR has successfully prevented misleading claims about sustainability products, despite fewer labelled funds…
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Blackfinch Ventures closes tax year with record-breaking fundraise of over £30m and shares expansion plans under new leadership
Strong retail investor demand drives record growth for Blackfinch’s Spring VCT, and Enterprise Investment Scheme (EIS) Portfolios, funding a diverse spectrum of…
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IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
