Company News

Greenfinch has flown the nest!

16th April 2018

The Archway Project, Bobath Scotland, HEART UK - The Cholesterol Charity and Willow, have each partnered with Greenfinch - our new non-advised investment platform providing members with access to expertly managed discretionary investment portfolios, whilst also giving them the opportunity to benefit their chosen charity/ies in the process.

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How to compete with the robos

12th April 2018

Dormant back books, full of clients who could no longer afford financial advice post-RDR are waiting to be reactivated. Until now this was an unprofitable proposition for IFAs, but the advent of automated investment solutions can help reactivate lost customers and attract new ones.

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Three advantages IFAs have over robo-advisors

12th April 2018

IFAs don’t just have a place in the new world of low-cost, high-volume financial advice: they have several distinct advantages.

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IFAs fight back!

14th March 2018

If you’re an IFA, the rise of robo-advisers isn’t just a problem; it’s an existential threat. There’s a major gap in the post-RDR market for low-cost financial advice, and automated platforms have rushed to fill it.

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Don't let your clients lose their ISA allowance

5th March 2018

April 5th is fast approaching... beat the deadline!

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