Amanda Newman Smith

Amanda Newman Smith

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Profile: Uni links bring stream of trainees to FP Wealth Management

FP Wealth Management director on helping other advice firms reap the benefits of taking on students If the future of advice makes you think of technology, think again. It is really all about people. A business cannot function without good people – something FP Wealth Management director Ian Bentley is well aware of. For the […]

How national firm LEBC invests client money

LEBC director of public policy and investment committee chairman Kay Ingram on giving clients access to the defensive qualities of active funds, even though passive funds have lower charges Do you approach investment management in-house, outsource it or combine both?We do both as we look after a wide variety of clients, ranging from group pension […]

Meet the advisers giving something back to their community

Three advisers talk to Money Marketing about taking time out to help the community Christmas is traditionally a time for giving, so as our thoughts turn to the festive period, how are advice firms giving back to the community or the profession? The great outdoors As a seasoned mountain walker and scout leader, much of […]

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Profile: Insight.Out on why it’s not quitting pension transfer advice

Insight.Out managing director on why she is committed to pension transfer advice, despite the high-profile problems The British Steel saga exposed the ugly side of pension transfers, providing a stark illustration as to why people considering one need the right advice. However, the fallout has led many advisers to question whether they can afford to operate […]

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Can the Sipp still survive?

Sipps have come under intense scrutiny, leading some to question whether they can continue in their current form Sipps have become more mainstream since pension simplification in 2006, with the creation of lower-cost platform-based products alongside the more traditional “full” Sipps. However, access to high-risk unregulated – or non-standard – Sipp investments, which are often […]

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How advisers invest: ‘We buy managers, not funds’

KW Wealth chief investment strategist Richard Stammers on retaining control of its investment management and involving clients in decision making Is your approach to investment management in-house, outsourced or a combination of both?We do it ourselves. We have two businesses – the wealth platform and the investment management business. Our view is that wealth management […]

Profile: Sheraton Financial Planning director not banking on future of pension freedoms

Sheraton Financial Planning director on dabbling governments and the growing retirement funding gap As an at-retirement specialist, Sheraton Financial Planning director Jason Eldrid works through the implications for clients every time the government decides to dabble in pensions. But mindful governments can change every five years, which is hardly conducive to a long-term strategy, Eldrid […]

Adviser authors’ words of wisdom on how to get published

From pension planning guides to rock band biographies, three advisers share why and how they got themselves published Many advisers write books to share their knowledge of financial planning and raise their profile. But what are the joys and frustrations of being an author? Three advisers discuss their experiences. ‘The best business card you’ve ever […]

Profile: ‘Financial advice has been like a swear word to accountants’

Critchleys chief executive on how accountants have finally grown to respect financial advisers Relationships between financial advisers and accountants range from the good, the bad to the downright ugly. Some advisers talk fondly of their experience running an advice service out of their local accountancy firm’s offices, while others recall joint ventures that failed due to the firms involved […]