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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Your profession

Paraplanner Zone: Kobir Rahman

How important are paraplanners to a firm's survival? "Well", Plutus Wealth Management's partner Robert Forbes says, "how important is food to my survival?"

clock 03 December 2009 •

Your profession

Profile: Nicholas Manterfield, Brookfield Financial Planning

It is refreshing - and rare - to hear a financial adviser so enthused by anything the FSA is planning...

clock 03 December 2009 •

Your profession

Better Business: Catching clients

Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...

clock 03 December 2009 •

Technology

Tech review: Honister Capital Partners

As part of a series for Professional Adviser, AT8 Group's Mark Loosmore is interviewing a number of distributors on how they are using IT to improve their businesses. This week: Geoff Swaby, IT director at Honister Capital Partners...

clock 03 December 2009 •

Your profession

Better Business: Never too soon to plan your exit

Don't sell your business now, FP Advance's Brett Davidson says, but it is wise to plan ahead...

clock 03 December 2009 •

Pensions

Better Business: Pensions and the OMO

Bob Bullivant, CEO of Annuity Direct, says the large 'Harry Houdini' providers are avoiding the open market option and IFAs are the only people qualified to advise on retirement planning...

clock 03 December 2009 •

Technology

An ever changing market

Richard Ross discusses the role technology can play in increasing take up of the open market option

clock 01 December 2009 •

Investment

The Big Question

Each month we ask leading industry figures to answer one big question

clock 01 December 2009 •

Income Protection

Time to play catch up

Income protection sales still lag behind other types of insurance. Ed Stuart-Brown and Colin Micklewright talk to Scott Sinclair, news editor at IFA-Online, to discuss why

clock 01 December 2009 •

Income

A new perspective

Colin Bell discusses the findings of the Retirement Planner at-retirement research

clock 01 December 2009 •
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