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Barclays sued by property developer over revaluation

Property developer Vale Heritage Developments is suing Barclays for more than £200,000 after the lender overruled a valuation and ordered a site to be revalued. According to papers filed at the High Court, Vale bought Pennant Farm in 2005 with a view to developing the site and backed by an initial £570,000 Barclays commercial loan. […]

Lee Robertson

Lee Robertson: Lessons from our US counterparts

I often look beyond those I respect most here in the UK to other jurisdictions for further examples of good practice and financial planning insight. While not always an exact fit for how we operate, there is much to be learned from the challenges advisers face globally. After all, a client just about anywhere else […]

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All you need to know on selling your advice firm

The sale of an intermediary business is usually the single largest “capital event” for most owners. The old adage, “You don’t get a second chance to make a good first impression” is one to bear in mind from the outset. A number of actions and decisions make a successful sale more likely, and at the […]

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Adviser wins FCA complaint battle over ‘misleading’ register info

An adviser has won a complaints battle against the FCA after it failed to correct “misleading” information on its firm register. The adviser complained to the Complaints Commissioner on behalf of the appointed representative after two initial complaints to the FCA were not resolved. The complaint related to the Financial Services Register showing a former trading […]

Global income: preparing for a rate rise…

In the five years since we launched the Artemis Global Income Fund, its manager Jacob de Tusch-Lec has built a distinctive portfolio that is first among its peers. Here he explains why his “quality, cyclical and value yield” stocks, and flexible approach, leave the fund better placed to benefit from uncertainty than funds that depend […]

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