8 Oct2015

Panacea IFA article

Panacea: IFA business transition twitterviews On the afternoon of 5th October 2011 Panacea ran two ‘Twitterviews’ on how to prepare your business for RDR. First we received the lowdown from John Joe McGinley, Business Consultancy Manager at Aegon, who provided us with an update from the perspective of a product provider. Using no more than […]

8 Oct2015

FT Adviser

FT Adviser: tip of the day “If the proposition is clear and builds in reviews then you can set a deliverable service standard in a client agreed format.” Alex Morris, partner at London-based IFA Financial Relationships

8 Oct2015

FT Adviser

FT Adviser: tip of the day “Company income and outgoings should be reviewed at least once a year, to ensure contracts and services are competitive.” Alex Morris, partner at London-based IFA Financial Relationships

8 Oct2015

FT Adviser

FT Adviser: tip of the day “Advice of any type is either priceless or worthless. To ensure your advice is the former it needs to be truly holistic.” Alex Morris, partner at london-based IFA Financial Relationships

8 Oct2015

Back to the future

panacea IFA article: back to the future Alex Morris, Partner at Financial Relationships Eleven years ago I returned to the UK from my first taste of post graduate working life. Not one to do things by half I started work at the ANZ Bank in Melbourne before securing work in Tokyo teaching Business English to […]

8 Oct2015

Money Marketing

Money Marketing: the hub of the matter Financial Relationships joint founder Alex Morris describes how the firm is taking a hub and spoke approach to service by building professional connections and making advice the product Historically, it has often been the accountant or the solicitor that is the “trusted adviser” but London-based Financial Relationships is […]

8 Oct2015

Money Marketing

Money Marketing: exams will be a fact of life for the next generation of advisers Cherry Reynard Consulting Editor, Adviser Evolution Exams will be a fact of life for the next generation of advisers. There seems to be an increasing acceptance of the need for formal recognition of advisers’ professionalism, although there is still plenty […]

8 Oct2015

FT Adviser Roundtable

FT Adviser: are IFAs aware of the full benefits of DFM? As the deadline for the Retail Distribution Review (RDR) approaches, independent financial advisers (IFAS) are being encouraged to use a third-party discretionary fund manager (DFM), allowing them to focus on what they do best – servicing their client relationships. That said, many within the […]

8 Oct2015

PIMS Conference – 15-18 May 2013 Aurora

Interactive Discussion Group: Business Strategies, profitability & new markets. Lead by Alex Morris, Managing Partner of London based IFA Financial Relationships LLP http://www.pimsforum.com/conference.html

8 Oct2015

World First

World First Forum: top tips on what to look for and expect from a financial adviser The IFA industry has been much maligned in recent years and there is a general misunderstanding of the IFA’s role. The good news is there are changes planned in the form of a mandatory Level 4 Qualification, Customer Agreed […]