Media

We are delighted to announce that Latrena Petkova has made the final shortlist for the ‘Women of the Year awards – Paraplanning’ in the ‘Professional Adviser – Women in Finance Awards 2019’.

As those who know Latrena will testify, she has worked tirelessly over the past year or so to help build our proposition and without her, it goes without saying we would not be in the position we currently are.

Latrena is an integral part of our offering and thoroughly deserves this nomination.  She is a credit not just to Women in Finance, but to our profession in general.  We wish her every success in the final on July 3^rd.

Fingers crossed!

Click here for more information.

 

 

In November 2018 New Model Adviser, the Citywire publication named Andy Butcher  as one of the ‘Top 35 young financial planners making their mark on the profession‘.

Six months on, Andy and others provide their Top Tips for young advisers coming through the industry.

Read more here.

We are delighted to hear that Andy Butcher has been named as one of the “Top 35 Next Generation Advisers in 2018” by The New Model Adviser publication.

After also featuring in 2017, the Citywire publication once again recognised Andy’s achievements in the past 12 months.

“2018 has been a year of rapid growth for our business, which has enabled us to add to our proposition by hiring Stuart as our Senior Investment Analyst and Latrena as our Senior Paraplanner.  As our business grows, we continue to embrace new ideas and technology, aiming to position ourselves as a Next Generation firm.  Being named as a Top Next Generation Adviser for the second year running is once again a huge privilege and recognition of our work to date.”

Please follow the link below for more information.

“The Top 35 Next Generation Advisers 2018”.

 

Inheritance tax has been cited in the past as a voluntary tax, as there are many ways to reduce one’s IHT liability.  While there are a number of options, it is often not practical or advisable to completely mitigate IHT.

Andy Butcher offered his views to Money Observer.

The article can be found here:  https://www.moneyobserver.com/dont-sleepwalk-inheritance-tax-nightmare

 

Please note, we are not affiliated with Money Observer and the views and information expressed on their website are their own.

As attention grows on ways to reduce your Inheritance Tax liability, Andy Butcher spoke to The Sunday Telegraph on a common pitfall.

The article can be found here.

If you would like to discuss your options to reduce your IHT liability, please do not hesitate to contact us.

Please note that you are required to register with the Telegraph for free in order to read the full article.  We are not affiliated with The Telegraph and the views and information expressed on their website are their own.

 

The Citywire Wealth Manager publication has written a profile piece on Raymond James, Hampstead, and the progress we have made over the past 9 months.

Following a successful start to life as Raymond James, Hampstead, we have been able to accelerate our recruitment plans to ensure that our clients can continue to receive the highly personalised service we have built our proposition around.

The full article can be found here.