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Sandringham eyes new graduate program under independent status

Newly-independent network Sandringham Financial Partners will look to launch a graduate academy program by 2022. Speaking with Money Marketing, Sandringham chief executive Tim Sargisson says expansions to its current academy would be outlined in a five-year plan to be released in late May or early June. Sandringham partnered with Redmill Marketing Associates to launch its […]

business property relief

Tony Wickenden: New tax year, new changes for your clients

A round-up of the key changes as we head into a new tax year This week I want to look at some of the areas clients will be asking about as we head into a new tax year. Income tax In the Budget last November, Chancellor Philip Hammond announced the personal allowance would rise by […]

Lifting the lid on investment committees

Many smaller firms are mistaken in thinking they do not need an investment committee. Here are the key considerations in establishing one… Investment committees are usually associated with larger advice firms and those conducting discretionary management, but the reality is the same rules and principles apply to smaller firms. Indeed, given the number of firms […]

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