Peter Carey
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Business Sale – IFA and Wealth Management Business
Instructed by the Directors Interest is invited in acquiring the assets of a wealth and financial management and advisory business. Further information, behind a Non-Disclosure Agreement, offered…
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Webinar: A With Profits Fund with a difference (CPD opportunity)
We are delighted to invite IFA Magazine readers to view this recorded webinar, hosted by Wesleyan, about their smoothed With Profits Growth…
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Umii, SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazinewe are showcasing the most innovative and ground-breaking companies backed…
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Managed Portfolio Services (MPS) | Annual Report 2023/24
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for financial advisers. This report…
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Japanese equity at heights not seen since 1989
Japanese equities are often under loved by investors. However, that’s not the case this year. So, why have Japanese equities blown other…
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Sustainable Investment Research: Annual Report 2023 available now
We are delighted to present the latest in our IFA Annual Report Series, the Sustainable Investment Research Report 2023. This report provides…
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Ready Steady Grow! Cardiff and Bristol 2023
Ready Steady Grow! is a series of free knowledge share and networking events taking place across the UK. Hosted by the EISA,…
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Retirement Income and Regulation – where next? A Q&A with M&G Wealth’s Vince Smith-Hughes
The FCA is currently undertaking a thematic review to assess the advice consumers are receiving on meeting their income needs in retirement.…
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EIS On Trial – is EIS worth your investment?
Join GBI Magazine as we put EIS on trial. Hear from a courtroom of experts in the financial space, one side defending…
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IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline September
A new launch, offering IFAs the chance to increase the value of their business, serve orphaned clients and benefit from pre-approved HMRC EIS…
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