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Feature

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 •

uncategorised

IFAs tell EuroMillions winners how to avoid pitfalls

This week Les Scadding and his wife Samantha Peachey-Scadding from Caerleon, South Wales, won £45.5m on the EuroMillions.

clock 13 November 2009 •

Protection

Chronic Obstructive Pulmonary Disease (COPD)

Fergus Bescoby examines COPD and looks at the factors surrounding a growing number of cases and how to underwrite this disease.

clock 12 November 2009 •

Your profession

Paraplanner Zone: Jonathan Bean

Eldon's Jonathan Bean on becoming a chartered financial planner by the time he is 30.

clock 10 November 2009 •

Structured Products

IFAs must act on FSA structured products review

Advisers' reputations are at risk if they do not take serious note of the FSA's review of structured investment products.

clock 10 November 2009 •
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