Insights


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    Views on 2015

    A round-up of some of the key views on 2015 sent to IFA Magazine.   Direct Line Buy-to-Let as Annuity Alternative New…

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    David Ricardo – Fast Operator

    David Ricardo. Born March 1772 in London. Died September 1823 at Gatcombe Park, Gloucestershire.  “Money is neither a material to work upon nor…

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    Kim Jong Putin?

    Michael Wilson doesn’t have many doubts about who’s scared Santa Claus away this Christmas   Is it me, or has the world gone…

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    Making The Difference

    Focus on the Customer Experience, says Giles Cross, Head of Marketing at Sanlam UK   I’ve always worked in financial services. I…

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    Keep ‘Em Guessing

    Your Will? It’s All About Managing Expectations, Says Richard Harvey   I’ve never signed up to the theory that baby boomers like…

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    Burning Issues: Dear Santa

    Our Burning Issues Team Calls In the Experts for Views on the Macro Environment After This Autumn’s Turmoil. Not All of Them…

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    The Spring Budget That Wasn’t

    Whoops, did somebody call it a Budget? It wasn’t us, guv, honestly. But so much for the secrecy of the red briefcase.…

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    News Shorts for November

    1)     The G20 group agreed at the Brisbane summit on 16th November to boost their collective GDP by another 2% above the…

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    Chase de Vere Fined

    Chase de Vere Independent Financial Advisers Limited (Chase de Vere) has been fined £560,000 by the FCA over the sale of Keydata…

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    A Little Knowledge

    Might be better than none at all, says a lightly-bruised Richard Harvey   One of the perhaps unintended consequences of RDR is…

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