Investments
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Shaving company closes £3.5m investment round
Shaving company Cornerstone, which provides quality British skin care products and German engineered razors to 140,000 customers around the UK via…
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NextGen Planners’ Podcast – Anthony Villis on building a large lifestyle planning practice
In the June edition of IFA Magazine, we talked to Anthony Villis, founder and managing partner at London-based First Wealth, in our…
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The adviser’s guide to digital marketing #2. Using Facebook Audience Insights to identify new verticals
Facebook Audience Insights – what is it? Facebook Audience Insights allows you access to the vast amounts of data Facebook stores on…
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Through the looking glass – managing your business for greater success
Sue Whitbread considers how advisers can take a different approach to creating long term business success – and achieve a great work/life…
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FCA – consulting on current accounts. Compliance consultant, Tony Catt, looks at the details.
There have many quite a few interesting consultation papers released by the FCA recently. Dealing with a wide range of subjects. Some…
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The values of investing: Tim Hale looks at how advisers can ensure they deliver value to clients that goes well beyond portfolio construction
In this article, Tim Hale (pictured), managing director at Albion Strategic Consulting, argues the case that investing is simple, but not easy. …
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Patient Capital Review consultation: EISA reaction
A response to the Patient Capital Review consultation from Mark Brownridge, Director General of the EIS Association. This is a followup to…
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Succession acquires four businesses for £20.6m
The Succession Group has acquired four more businesses from its affiliated membership for a total price of £20.6m. The four businesses are:…
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Fidor choose Seedrs
Challenger Fidor Bank has teamed up with crowdfunding platform Seedrs. Fidor chose Seedrs as the sole equity finance provider in a…
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Investment due diligence: compliance specialist Tony Catt looks at the process and examines some of its limitations.
Making sure that investment recommendations do not just meet client requirements but also keep the regulator on side are both key requirements…
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