Sue Whitbread
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Weekend press review: What changes might the Budget bring?
“Traders dump corporate bonds”. This headline of one of the articles on the front page of yesterday’s Sunday Times Business section is…
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Paraplanning in the spotlight
Is paraplanning now seen more as a career choice in its own right, or simply as a step to becoming an adviser?…
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Weekend press review: investment choices
The Sunday Times business section is reporting some rather worrying trends this week. Firstly, with Bank of England figures due out this…
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Weekend press review: four new investment trusts to launch
Concerns over a possible hike in CGT as part of the forthcoming budget, lie at the heart of the article in The…
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Weekend press review: under pressure
It cannot fail to have escaped your notice that this weekend has marked the 10 year anniversary of Lehman Brothers collapse which…
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Weekend Press Review: reason to be fearful?
‘The next financial crisis.’ That’s the headline of an article in the Sunday Times Business section, which asks whether central banks’ response…
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Communicating the client experience #4 – Retain and refer
This is the fourth and final article in our summer mini-series from guest writer Jon Pittham, Managing Director at ClientsFirst, The articles…
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Communicating the client experience #3 – Issues good communications solve
This is the third in our series of articles from Jon Pittham, Managing Director at ClientsFirst, aimed at improving how you communicate…
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Weekend press review: Buffett boosts cash
The Sunday Telegraph reports on the pre-paid funeral plan market, a sector it claims is soaring in popularity despite concerns about this…
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Buying an IFA business – what does the process look like?
If you’re considering expansion through acquisition of another financial planning business, you’ll find this a useful summary of the process – written…
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