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Pete Matthew: Advisers and journalists have a place but are not the same

In a recent Money Marketing column Paul Lewis argued that financial journalists and financial advisers are ‘one and the same’. In response, Nic Cicutti argued that advisers are ‘nothing like financial journalists’. As my column was due, I thought I would add my two penn’orth as an adviser of 20 years’ standing. I agree with […]

Phil Wickenden

Phil Wickenden: Advisers should meet both emotional and financial objectives

Sometimes emotions drive client decisions so advisers need solutions that satisfy emotional and financial objectives. As humans, we have very elaborate neural systems to address threats. In particular, the emotional circuitry that kicks in to protect us from perceived threats – the ‘fight-or-flight’ response. But there is a very important distinction between threats in the modern world versus […]

Old Mutual Wealth buys accountancy firm’s advice arm

Old Mutual Wealth Private Client Advisers has acquired the advice arm of Carlisle-based accountancy business Saint & Co, adding £100m assets under advice. Saint & Co partner and adviser Philip Dhillon, adviser Trevor Iredale and a support team will join OMW Private Client Advisers’ Cumbria regional hub. Old Mutual Wealth Private Client Advisers director Dominic […]

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The politics of healthcare

Healthcare is already one of the key battlefields in May’s general election, with each of the main parties committing to deliver improvements to the NHS and public health.

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