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Nick Kelly: Why are valuations still so hard to get?

The role of the adviser has not really changed over the past 25 years. We build confidence and a picture of needs and wants, risk appetite and priorities, and we construct solutions tailored for each client. To this end, most clients have a combination of existing policies, some still pre-RDR, and others on shiny new […]

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Govt crackdown to protect pensions when firms go bust

The government is pressing ahead with plans to safeguard pensions when a company goes bust with directors potentially facing being banned or fined. Directors who dissolve their companies to avoid paying pensions could be subject to the penalties. Under the new powers the Insolvency Service will be able to fine directors or have them disqualified. […]

Moneyfarm eyes advice expansion as customer numbers double

Robo-adviser Moneyfarm has seen the number of investors using its service double in the past year, latest results show. It now has almost 30,000 clients. However, despite revenues topping £1m for the first time, total losses increased to nearly £14m. Since the launch of a new pension product this year, the average first investment size […]

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Consolidator scores 10th acquisition in a year

Consolidator AFH has continued its deal spree with the acquisition of West Sussex-based IFA firm Harvey Curtis. AFH’s deal, its tenth in its current financial year, will see it buy Harvey Curtis’ client portfolios. These will continue to be served by advisers Nigel Poole and David Clark, together with their support staff, who will also […]

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Jurisdictions

Investing through international providers has grown in popularity over recent years as investors seek out the benefits of gross roll-up and the wider range of investment options that can be available. When considering a recommendation for a lump sum investment, not only does the adviser have to select a suitable tax wrapper and help create […]

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