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Premier Wealth Management

Investment

Shandley snaps up clients ignored by IFAs

Premier Wealth Management has seen a recent surge in new clients who have left IFAs failing to provide reassurance during the current market chaos, managing director Adrian Shandley says.

clock 16 October 2008 •

Investment

Crying out for a simple product

You only have to look at the figures relating to insurance bond sales to realise the effect that the recent tax changes have had on the market.

clock 23 July 2008 •

Investment

Clients hit by early adviser flight to cash - IFA

Nervous advisers who took the flight to cash too early dented client portfolios by not trusting the natural market cycle, Adrian Shandley believes.

clock 18 April 2008 •

Your profession

TCF - Networks Beware!

For years the network propaganda machines have always played down the fact that the clients (or client files) of member firms are actually ultimately owned by the network itself. Although this fact is always conveniently remembered when a member firm...

clock 11 October 2007 •

Investment

The problem with ISAs

Despite being referred to as ‘tax free allowances' there are significant hidden tax disadvantages within Unit Linked ISAs.

clock 05 September 2007 •

Investment

Left Behind

The financial services market has changed beyond recognition in the last 10 years, with the advent of platforms and supermarkets together with the total overhaul of pensions legislation. As a result, there isn't really a place in this new world for the...

clock 19 April 2007 •

Investment

Priced out of the market?

I have a friend who is a builder, and he recently told me the tale of how he had charged £750 for less than a day's work to move a small wall. "There's that much work out there that I can increase my prices and just take the jobs that still want me" he...

clock 14 March 2007 •

Investment

Have things improved after 20 years?

It could be my age, it could be the start of a new year or perhaps simply the fact that I have got nothing better to do...but I can't help reflecting on the last 20 years.

clock 12 February 2007 •

Investment

Smoke and Mirrors

Whether or not it was down to over ambitious bonus rates in the late 90s, bad investment decisions, high charges, regulatory costs, long term liabilities or the requirement to meet free asset ratios, the simple fact is that with-profits bonds have been...

clock 15 December 2006 •

Investment

Continue volatility predicted for investments

Investors will have to get used to increased risk to their assets, warn IFAs and fund managers, as stockmarkets are likely to be more volatile in the future and there is less opportunity to protect assets in a downturn.

clock 18 May 2006 •
12
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