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Comment & Analysis

Take part in our survey for your chance to win a £750 Amazon voucher

Every completed entry in our annual adviser survey will go into our draw for one of two £750 Amazon vouchers, which we will send the winners in time for the holidays.

Adviser Profile: Warren Shute of Lexington Wealth Management

Warren Shute is committed to providing clients with a financial education at Lexington Wealth Management. The author, master’s student and master practitioner in neurolinguistics is also on a mission to be the best he can be

Tax Doctor: Extra pension contribution helps wrestle back annual allowance

A pay rise means Mary may have to submit to increased tax charges. But by taking steps to reduce her annual income below the threshold, she can prise back her full allowance

Adviser Workshop: How to help clients plan for their child's wedding

Amyr Rocha-Lima and Lena Patel discuss the advice they offer to clients preparing for their children's big day

Comment: Regulators again too late on steel pension solutions

While the regulator has rightly been praised for stepping in to help tackle the targeting of steelworkers for DB transfers, it has once again been too slow to act

How fund managers are preparing for a Labour gov't

Multi-asset investors are taking steps to prepare for a run on the pound if the Conservative meltdown continues. But some say it is more important to focus on China than Corbyn

Comment: Why IFAs can support a socialist society

It is not a contradiction for a financial adviser to support a socialist society. It is the responsibility of the state to address inequalities, but IFAs can help create a better balance to.

Adviser Profile: Helen Howcroft of Equanimity IFA

Helen Howcroft says going solo at Equanimity IFA was a huge learning curve. But possessing a strong work ethic and having overcome an acrimonious divorce, she is perfectly placed to advise her client bank

Back in the GDPR: how IFAs can get ready for EU data rules

With the new rules due to come into force next May, it is time to start planning now as the consequences of non-compliance could be grave.

PPF: we have seen 'concerning' behaviour on British Steel pension advice

Sara Protheroe of the PPF argues that defined benefit pension scheme members may be making bad decisions on the basis of wrong perceptions about the lifeboat scheme.

Video pick
1 Comment Play Mark Barnett exclusive part 2: why I'm not buying Lloyds

Mark Barnett exclusive part 2: why I'm not buying Lloyds

In the second part of our exclusive video interview, Barnett explains why he has no intention of buying Lloyds, and where he sees the greatest income opportunities.

Play Mark Barnett goes back to basics after 'frustrating' run

Mark Barnett goes back to basics after 'frustrating' run

Invesco Perpetual Income and High Income manager says he has re-examined some of his major holdings after heavy share price falls.

NMA Profile
Adviser Profile: Warren Shute of Lexington Wealth Management

Adviser Profile: Warren Shute of Lexington Wealth Management

Warren Shute is committed to providing clients with a financial education at Lexington Wealth Management. The author, master’s student and master practitioner in neurolinguistics is also on a mission to be the best he can be