Investments & Savings
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Seedrs launches new programme for intermediaries
Seedrs has launched a new programme to introduce financial intermediaries and their clients to the crowdfunding space. The programme sets out…
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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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Maven boosts North East investment team
Joining the Maven Capital Partners North East investment team is ex-PwC Corporate Finance Manager Alex Marsh. He joins as an Investment Manager…
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EISA guide explains EIS
A new EIS Association guide is hoping to get ‘under the bonnet’ of Enterprise Investment Scheme. It sets out to explain how…
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Chatbot firm raises £250,000
A SaaS chatbot firm has secured a £250,000 investment led by the British Robotics Seed Fund (BRSF). London-based BotSkill, which has…
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Succession acquires two firms
Succession Group has acquired Edinburgh and Glasgow-based Accountants Financial Services (Scotland) and Manchester and Stratford-on-Avon-based H&L Financial (the holding company for Inspire…
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Rare Mercedes car barn finds to fetch thousands in auction
If you’re looking for a new motor, then you could, if you have the cash, buy one of these two 1950s…
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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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