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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Wrap/platforms

Tools top adviser wish-list

Peter Jordan, head of proposition marketing at Skandia, takes a closer look at how advisers are using platform-based tools.

clock 26 November 2009 •

Technology

Tech: The kings of Castle Court

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: Castle Court Consulting

clock 26 November 2009 •

Tax Planning

Advice for the EuroMillions winners

Last week Les Scadding and his wife Samantha Peachey-Scadding from Caerleon, South Wales, won £45.5m on the EuroMillions. Two IFAs offer their advice tips...

clock 17 November 2009 • 4 min read

International

Paraplanner zone: John Pampling, KMD

John Pampling, a paraplanner at KMD Private Wealth Management LLP, talks about his move from Lloyds to the world of independent advice.

clock 17 November 2009 •

US

Tech review: Interface Financial Planning

Mark Loosmore, from technology consultancy AT8 Group, discusses how large corporates and banks are being left standing by some smaller IFAs, who are firmly in the driving seat when it comes to using technology for distribution...

clock 17 November 2009 •

Client Acquisition

Better Business: Keeping customers happy

David Child, managing director of 1st - The Exchange, says the financial crisis and RDR mean strong business relationships with clients are more important than ever for advisers.

clock 17 November 2009 •

uncategorised

Make the virtual office work for you

Ann Dempster, managing director of Plum Software, says to succeed IFAs must keep up to speed with modern technology...

clock 17 November 2009 •

US

Profile: Simon Edwards & Alan Borrows, Midas Capital

When any fund suffers a period of poor performance, there is no surprise that what follows is a period of self-reflection and an autopsy of the investment approach.

clock 17 November 2009 •

Protection

Market Views

The ABI reviews the statement of best practice on critical illness every three years. Given the high frictional costs associated with the change that the customer ultimately pays for, is it still correct that we should follow this strict path?

clock 02 November 2009 •

Protection

Temporary demand for care decrease: self pay increase

A 15-year decline in care home demand has ended - yet many are still forced to pay for themselves.

clock 02 November 2009 •
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