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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Investment

Falling foul of the rules

Gerry Brown takes a look at an example of how people can fall foul of pension rules and incur hefty tax charges

clock 25 February 2010 •

TMT

Tech Review: Financial fitness with a 'workout'

AT8 Group's Mark Loosmore continues his series for Professional Adviser with a look at Moneyworkout, a mortgage and protection specialist with a focus on customer service and a bold use of technology.

clock 25 February 2010 •

Structured Products

Structured product evolution

Clive Moore, managing director of IDAD, says advisers are set to benefit from a revolution in the structured product market.

clock 25 February 2010 •

TMT

Technology Review: LRH Wealth Management

AT8 Group's Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.

clock 18 February 2010 •

Long Term Care

Blog: 2plan's Smallwood on long-term care

Chris Smallwood, CEO of 2plan Wealth Management, looks at how advisers can help clients prepare for their care needs in old age.

clock 18 February 2010 •

Bonds

OMAM's Cowley: Televisions don't go up in price

Stewart Cowley, head of fixed income at Old Mutual Asset Managers (UK), on the outlook for inflation in 2010.

clock 18 February 2010 •

uncategorised

Better Business: IFAs have been warned on SIPPs

Matt Ward, wealth management consultant at Defaqto, on how IFAs have responded to the FSA's SIPP review.

clock 18 February 2010 •

Long Term Care

Time to wake up to long-term care

Faced with prohibitively expensive products, advisers are shunning long-term care.

clock 18 February 2010 •

Equities

Five Year Performer: Aegon AM's Stephen Adams

Stephen Adams, manager of the UK equity fund at Aegon Asset Management, describes how simple changes to his fund have led to consistent, top-quartile performance.

clock 18 February 2010 •

Your profession

Paraplanner Zone: Cheryl Wade

Cheryl Wade, senior paraplanner to Glyn Williams and supervisor at ‘Build your Wealth', on the paraplanner/IFA relationship.

clock 18 February 2010 •
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