Investments & Savings
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A good question to ask a VCT manager
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Before recommending a venture capital trust (VCT) to…
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Do you recognise Helen?
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Helen has a property portfolio. She’s been investing…
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Intelliflo receives FCA registration to facilitate growth of Open Banking
Intelliflo has been authorised by the FCA for registration as an account information service provider. AISP status ensures that Intelliflo can continue…
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Do you have a client like Sarah?
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Sarah is a doctor and a high earner.…
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Consumer Subscription Software – the next chapter
For 20 years GP Bullhound, the technology advisory and investment firm, has provided transaction advice and capital to the world’s leading entrepreneurs…
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Do you have clients with large pension pots?
For professional advisers and paraplanners only. Not to be relied upon by retail clients. A VCT investment could help your clients that…
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Here’s what Octopus Apollo VCT invests in
For professional advisers and paraplanners only. Not to be relied upon by retail clients. Like any venture capital trust (VCT), Apollo invests…
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Key Partnerships confirm collaboration with John Charcol
Key Partnerships, the equity release referral service for equity release specialist Key, has announced an exclusive national collaboration with independent mortgage expert…
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AWM launches its own discretionary fund management service
Mark Insley, Founder and Managing Director (pictured) tells IFA Magazine that it’s been a busy couple of weeks for AWM, who follow…
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Britain’s first S/EIS investment fund backing biotech therapeutic and related AI opportunities
o2h Ventures has launched Britain’s first S/EIS investment fund backing biotech therapeutic and related AI opportunities. The geographic scope is UK…
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