Failed Firms

Glossary

kingleyrose

Home » Archives for kingleyrose » Page 24

Blog Posts

Explosive 400% Growth: OnePlanetCapital’s £5M Triumph

Amidst the climate crisis, a new fund is giving hope to fast-growth businesses that are taking steps to reduce emissions and embrace sustainable energy. The successful raise of the fund gives evidence to the pressing need of governments, corporations, and individual investors to build a greener future. Although challenging, this venture is a milestone in tackling the long standing issues of this crisis. Together, we can create a better future for our planet if we take the initiative today.

Blog Posts

IHT Relief: Industry Insights on Business Offset

A recent survey conducted by IFA Magazine has presented insights from various qualified advisers and financial industry specialists regarding business property relief and its effects on Inheritance Tax liabilities. This asset-protection plan can significantly reduce such liabilities, with some advisers suggesting a minimum reduction of up to 50%. However, the rapid turnover of IHT legislation can compromise its effectiveness, and not all individuals' needs will be addressed by the plan. To get the most out of this process, it is essential to consult with an experienced professional.

Blog Posts

“Advisers Struggle with Low-Value Client Suitability”

Advice firms are trying to balance meeting FCA regulations and protecting their bottom line when it comes to providing suitability reviews for customers of lower value. New research suggests that the cost of annual reviews for these customers could run into the millions, while an advice project for one now exceeds £2,000. As a result, firms are turning to financial planning software, such as Wealth Wizards', to provide customers with the guidance they need in a cost-efficient and timely manner, while still maintaining long-term financial stability.

Blog Posts

EISA Awards 2023: Celebrating Brilliance

EISA is honoring a top financial adviser of the year with their Financial Planner Accolade. Responsibilities of the financial adviser include providing tailored advice and guidance to clients, in addition to attending dependable professional courses to stay up-to-date. The rigorous selection process includes few select professionals, qualified judges and esteemed ambassadors. The victor of this award will be recognized for their commitment to providing great services and for their knowledge and proficiency in the industry. Congratulations to the recipient of this remarkable accomplishment!

Blog Posts

Unleash Female Potential: Crush Impostor Syndrome

Crossley, Managing Director of Distribution at L&G and head of the Women in Protection network, spoke yesterday to encourage companies to foster an atmosphere of inclusion and understanding, hoping to reduce the effects of the impostor syndrome in the financial sector on both genders. To combat this feeling of insecurity, Crossley advises women to celebrate successes and create relationships with colleagues while employers can act as mentors. Companies should also be more flexible with work-life balance and accommodate individual needs, to create a community that embraces success, collaboration and support.

Blog Posts

Boost Your Portfolio: 27 Top Platforms Offer CCLA

Investors have a wide range of options to access a fund, such as through firms like Aegon Institutional, AJ Bell, Chelsea Financial, Fidelity, Hargreaves Lansdown, Interactive Investor, M&G Wealth, Quilter, Transact and The Big Exchange. More opportunities will become available in the near future. Sam Holder, Operations Director at Chelsea Financial, expressed his enthusiasm for the project, saying he was "thrilled" to be part of it.

From the blog

Our latest posts