Sue Whitbread
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Financial Capability Week – encouraging people across the UK to #TalkMoney
● 6 in 10 working-age people do not seek help when they experience a life event that could impact their finances ● …
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Financial education: Dr. Lien Luu on helping UK employees to thrive
This week is UK financial capability week. Can financial advisers and planners do more to extend broader levels of financial capability in…
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Building a diversified portfolio – the golden rules. Gavin Haynes presents the discretionary manager’s view
Whether you are looking to manage monies for a first-time or seasoned investor, to have a good chance of achieving your clients’…
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Black Monday 1987 – Learning from disaster
The Black Monday emergency of 1987 exposed all sorts of problems within the investment management sector, says Sue Whitbread. But 30 years…
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The rise and rise of paraplanning – part 2. Sue Whitbread on why the paraplanner role is important for business success
In this the second of a two-part series of articles looking at the role of the paraplanner, Sue Whitbread considers how effective…
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Paraplanning in action: a case study featuring Creative Wealth Management
A Paraplanning Case Study – Creative Wealth Management To take a look at how the paraplanning function can work in practice within…
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A good idea at the time – Mike Wilson looks ahead to the 2017 Budget
A good idea at the time…. Six short months ago, this column applauded Prime Minister Theresa May for having wrong-footed Jeremy Corbyn’s…
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Is it time to reassess clients’ exposure to Europe? Brian Tora is cautiously optimistic.
There has been a lot happening in European markets this year. When it comes to asset allocation decisions, how attractive is…
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Marketing technology for advisers – Sam Turner on what to look for, what to get and how to use it
Taking your marketing to the next level – Part 1 In this new three-part series for IFA Magazine, Sam Turner, Head of…
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