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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Property Investment

Building a property portfolio

"Property is likely to increase in 2010 as investors seek alternative sources of income and ways of hedging against the threat of inflation," says Threadneedle's Don Jordison

clock 28 January 2010 •

uncategorised

Better Business: Income drawdown - friend or foe?

John Moret, director of marketing at Suffolk Life, says sophisticated and widely available tools can help IFAs give good quality and specialist advice on income drawdown.

clock 28 January 2010 •

Equities

Better Business: Covered call strategies

With low interest rates and an ever increasing number of investors nearing retirement, income products are in high demand...

clock 28 January 2010 •

uncategorised

Better Business: 20 years of SIPPS

Matt Ward, wealth management consultant at Defaqto, assesses the threats and opportunities facing the SIPP world...

clock 28 January 2010 •

Investment

Paraplanner Zone: Dunham Financial Services

Veena Patel, paraplanner to Rebecca Taylor at Dunham Financial Services, works from home and rarely meets clients. But could the company function without her?

clock 28 January 2010 •

TMT

Tech review: Tenet

AT8 Group's Mark Loosmore examines how The Tenet Group uses IT to target the needs of the adviser community.

clock 28 January 2010 •

Investment

Paraplanner Zone: Cathi Harrison

Cathi Harrison started outsourcing group Para-Sols in 2009. She is based in the North East but has clients right across the country.

clock 21 January 2010 •

TMT

Tech review: Sense

How does the Sense Network use IT to drive its business?

clock 21 January 2010 •

Specialist

Fund Manager Q&A: Jorma Korhonen

Jorma Korhonen has run the Fidelity Global Special Situations fund for the last three years during a turbulent time for world markets.

clock 21 January 2010 •

Investment

Better Business: People Power

Brett Davidson, chief executive of FP Advance, says getting people planning and ongoing management right will create an effective business.

clock 21 January 2010 •
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