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
Set up in 2003, Castle Court Consulting is an adviser practice with a prestigious client bank, including famous sports stars and musicians, along with a core client base of local entrepreneurs. In reality,...
Feasibility study due
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record