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Wells Street Journal: Advisers’ record-breaking attempt

As you embark on the daily grind of your commute, fighting strikes by black-cab drivers  and the usual nonsense excuses from Network Rail about leaves on the line, spare a thought for some fellow advisers who are about to embark on a journey of a completely different kind.  

Phil Billingham Partnership director Phil Billingham, Perceptive Planning managing director Shannon Currie and Mackenzie Investment Strategies director Duncan Mackenzie are about to try to break the world record for the most countries visited in 24 hours. 

Joined by pal Gerry Mulligan, the team will set off from Poland on 22 June and attempt to visit 18 countries in the time it takes most of us to stumble to the office and back. 

As well as bidding to reclaim the world record for the UK, the team is raising money for the Stroke Association, the Tom Bowdridge Foundation – which funds research into teenage cancers – and the Elsie Normington Foundation, which works with children with learning difficulties. 

Advisers wanting to find out more about the world record attempt or wishing to donate can visit:


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Labour slams FCA over social media guidance

Labour says the Financial Conduct Authority is at risk of falling behind advances in social media because it has taken four years to update its rules on using sites like Twitter or Facebook to market financial services. In 2010, the regulator issued guidelines for firms looking to use media channels for promotional purposes. They require […]

Keith Richards

Keith Richards: The sea change in the value of advice

Increasing reference to the importance and value of professional advice is catalysing the sea change the profession deserves. While the public does not generally understand, or is even aware of the changes introduced under the RDR, at least the Government and consumer bodies are starting to recognise the significance of the change for consumer outcomes. […]


Bank deputy governor and Martin Lewis make Birthday honours list

Bank of England deputy governor Charlie Bean, industry commentator Ros Altmann and Moneysavingexpert founder Martin Lewis have received awards in the Queen’s Birthday honours list. Bean will step down as the Bank of England’s deputy governor for monetary policy at the end of June after 14 years at the Bank. He has received a knighthood […]


MM leader: Gaining a different Perspective

The RDR has seen a raft of consolidators spring up promising “economies of scale” to advice firms who want to get on with the business of advising. The uncertainty of pricing an advice business, particularly when future trail is no longer a guaranteed indicator of value, has prompted some to question whether we are now […]

Japan: mid-year review and outlook

By Chris Taylor, Manager of the Neptune Japan Opportunities Fund H1 2014 Economy: after a harsh winter that slowed activity in the economy, the main event of the first half of the year has been the debate over what impact the 1 April VAT hike from five to eight per cent would have; we are […]


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