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Smith-Thompson

Profile: ‘The future of advice will be more telephone and web-based’

Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]

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The Technical Quiz: 16 April

To help you to keep up with the fundamentals of tax, retirement and financial planning, try answering these questions…

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Signs of an M&A Boom?

Mark Martin, Head of UK Equities, Neptune After a quiet year for M&A in 2016, UK equities have been bolstered by increased deal activity year-to-date. Neptune’s Mark Martin explains why he believes M&A could continue to drive the outperformance of small and mid-caps in the coming months. Read article here:   Important information Investment risks Neptune […]

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