Tag: IFA

Posted On: 1 Jun 2016
Guy Tolhurst - Indagate Group

Guy Tolhurst joins us to tell us about his firm’s approach to training and education for the financial advisory community (IFA) community, and recognising excellence.

Posted On: 19 Feb 2016
Roundtable

Our eminent panel discusses changes to EIS, stability for SEIS, and the constraints faced by advisers when discussing both kinds of investments with clients. Solutions? Invest via funds, for those prepared to accept the fees; otherwise use platforms to find direct investment opportunities. Sarah Wadham – Director General at The EIS Association Paula Steele – Managing Partner at John Lamb Paul Wilson – [...]