Wingate Financial Planning

Chasing Chartered status: Is the long process worth it for adviser firms?

Regulation

Chasing Chartered status: Is the long process worth it for adviser firms?

Just 14% of firms hold Chartered status

clock 08 September 2021 • 8 min read

Your profession

Could coronavirus change the way advisers charge clients?

Models under scrutiny

clock 29 April 2020 • 6 min read

Regulation

Advisers shun FAMR's 'pointless' call to action on charging flexibility

Instalment-based charging not commercially viable

clock 15 March 2016 • 3 min read

Adviser tips

Five crucial questions to ask a job applicant

HIRING

clock 17 October 2013 • 4 min read

Investment

It's complicated: Advising on pension allowance cuts

PENSIONS

clock 02 October 2013 •

Adviser tips

Don't spend it all at once: Advising clients with large cash windfalls

MASTERCLASS

clock 12 September 2013 •

Your profession

Banks likely to 'continue to hide' charges - Wingate

Banks are likely to 'continue to hide' their charges leaving independent and restricted whole of market advisers at a disadvantage, said the director of Wingate Financial Planning.

clock 16 January 2013 •

Tax Planning

What Jimmy Carr's tax muddle may mean for IFAs

TAXMAN'S REVENGE

clock 28 June 2012 •

Your profession

Selling up? Six things to bear in mind

Thinking about selling your business? Charlotte Richards finds out all you need to know from experts who have bought and sold firms in the past.

clock 02 February 2012 •

Investing in the profession

Revealed: PA Awards 2012 - the adviser nominees

Professional Adviser is proud to announce the shortlists for the adviser categories for the Professional Adviser Awards 2012, which take place next month.

clock 12 January 2012 •
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Tavistock acquires asset manager and moves forward with Saltus advice sale

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02

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
03

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
04

Advisers expect regulation to limit time taken on giving advice

22 November 2024 • 2 min read
05

IFAs and clients 'misaligned' on value of financial advice

19 November 2024 • 2 min read