Matt Williams
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7IM expands service team further with Business Development Manager for the Northwest
7IM has appointed Nicky Snow as Business Development Manager for the Northwest to reinforce its support for advisers in the region and…
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Maven announces multi-million investment in Newcastle fintech Kani Payments
Maven Capital Partners has led a multi-million investment into Newcastle based fintech specialist, Kani Payments. The funding will support the development of…
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Tax Year End planning tips for VCTs, according to Kristy Barr at Octopus Investments
At this time of year, it pays to think about broader tax scenarios, and this is where advisers can really add value…
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MainStreet Partners: 23% of Article 8 funds are still at risk of greenwashing
Nearly a quarter (23%) of all Article 8 funds remain at risk of greenwashing, ESG and sustainability data provider MainStreet Partners has…
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Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 with BNY Investments’ Richard Parkin
Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income…
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Invesco: Chinese stocks surge, concerns about US inflation grow
We’re more than halfway through the first quarter and it seems that clients have more questions by the day as the news…
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NI&P Podcast #10: What is driving increased demand and strong growth in income protection? With Shelley Read of Royal London
In this special New Insurance and Protection episode of IFA Talk, we explore the rising demand for income protection and what is…
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Benenden Health boasts 31% increase in employee awareness of DE&I in two-year period.
99% of employees at the private healthcare provider recognised DE&I practices in 2024. Affordable private healthcare provider Benenden Health has recorded a significant rise…
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Albion Capital: Unlocking Venture Capital Trusts (VCTs) – the essentials in brief
Venture Capital Trusts (VCTs) have been a cornerstone of UK innovation for three decades, fueling the growth of thousands of early-stage companies.…
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The Exeter: 1 in 3 advisers say increased demand for advice and keeping up with regulatory change are key demands on their time
UK protection and health insurer, The Exeter, has released further findings from a nationwide survey of financial advisers, revealing their priorities and concerns for…
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