Insights
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The Brexit Countdown
Mark Ward, Head of Trading at Sanlam UK “The United Kingdom is now just one year away from leaving the European Union,…
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Three CISI financial planning events on the horizon
There are three CISI forthcoming financial planning events planned for May, June and October. First up on 21 May is the CISI…
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Final Episode of Adviser Hour: The Future of Tax Efficient Investing in 2018/19
Tomorrow (Thursday) sees the final episode of the Adviser Hour webinars from GrowthInvest and its all about the future of tax efficient…
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GrowthInvest webinar: Investing in technology and high growth companies
Episode five of the GrowthInvest Adviser Hour takes places on Thursday at 11am and this time its all about investing in technology…
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GrowthInvest launches adviser webinars
GrowthInvest, the independent platform for advisers and their clients in the tax efficient investment arena, has launched a series of webinars for…
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Planning for exit – book your place at Gunner and Co.’s popular seminars
Do you know how to prepare your business for sale? Regardless of where your business is on its journey, Gunner & Co.’s…
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Former tennis pro becomes UK’s youngest ever Chartered Financial Planner
At just 22, former tennis professional James Elliott has become the UK’s youngest ever Chartered Financial Planner. Elliott, who is an adviser…
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Who are the better investors, men, or women?
As we celebrate the achievements of the suffragette movement, it’s fair enough to ask the question, who are the better investors, men,…
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Weekend press review: Bitcoin for Xmas?
Saturday The Financial Times reports that the much-vaunted “Innovative Finance Individual Savings Accounts” – a new kind of peer-to-peer ISAs – are…
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Brown Shipley acquires new team for London office
The wealth planning and investment management firm Brown Shipley has acquired a new team for its London office. This follows the acquisition…
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