Tom Hegarty: The gold standard in paraplanning

Paraplanning is a relatively recent function within advice firms. Such roles did not really exist 20 years ago, as most advisers would tend to carry out all planning aspects themselves, including their research, technical analysis and suitability processes. But thanks to regulation becoming more challenging, advisers have realised that separating the client-facing and non-client-facing processes […]

Consolidator AFH buys fourth advice firm in two weeks

Consolidator AFH has bought its fourth financial advice firm in just two weeks. Bedfordshire-based Ashton House IFA Limited becomes the latest firm to join AFH and is the 13th acquisition it has made this year. AFH will pay up to £2.6m for Ashton House. Adviser Tony James, the sole IFA at the firm according to […]

Life cover for life

When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that waybecause before the arrival of RDR in 2013, that’s more or less exactly what they were. For advisers thinking […]


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