Author profile

Rebecca Jones

Articles by Rebecca Jones

Tax Planning

Masterclass: How to advise clients saving for children

Are JISAs the best option for savers looking to provide a nest egg for a child?

clock 07 November 2013 •

Adviser tips

Better Business: How to manage key man risk

V.I.P

clock 31 October 2013 •

Economics / Markets

Is China cheap enough to buy into again?

CHINA

clock 31 October 2013 • 4 min read

Adviser tips

Are you getting what you need from fund rating services?

THE SCORE

clock 24 October 2013 •

Your profession

Masterclass: How to advise clients on ethical investing

How can advisers best meet the needs of ethically-minded clients?

clock 17 October 2013 •

Managed solutions

PA Portfolio: What could stymie the UK recovery?

PA PORTFOLIO

clock 17 October 2013 • 4 min read

Adviser tips

'I can't get no...': How to gauge client satisfaction

SATISFACTION

clock 10 October 2013 •

Adviser tips

Five signs of a timewaster client (and how to deal with them)

NEXT TIME

clock 26 September 2013 •

Investment

PA Portfolio: What the Lehmans' collapse taught us

PA PORTFOLIO

clock 19 September 2013 • 4 min read

Adviser tips

How to attract young professionals as clients

CLIENTS

clock 19 September 2013 •
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Lack of retirement confidence gives advice industry opportunity to show value

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03

Vulnerability taboos deterring clients from seeking additional adviser support

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04

Don't panic! Call for calm after Budget pensions IHT change

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05

PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

13 November 2024 • 3 min read