New Model Advice Firm sets the pace…

Alexander House FS, the very first cloud-based National IFA, is having a very good year for showcasing the firms’ technology capabilities and advisors' talents.

Recently presented ‘Chartered’ status, the gold-standard in the financial services advice industry awarded by the CII, the firm has been sweeping up in this year's Industry Awards as well.

Welcome to the future

London-based Alexander House Financial Services claim to be pioneers of an online approach to financial advice, eliminating the need for clients to have a physical meeting with their financial adviser.

The firm’s virtual approach was made clear when I spoke to Jane Hodges – the chief operating officer – on a Skype call to Hoi An, a city on Vietnam’s central coast, where she is based.

Home truths on the need for an office

Many businesses can operate very successfully without requiring their entire workforce to travel into a central office every day

Do you remember Reginald Perrin from the 1970s TV comedy? He was the stressed executive whose excuses for being late every morning from his suburban home ranged from the mundane to the ridiculous ("22 minutes late, badger ate a junction box at New Malden").

These days, many businesses can operate very successfully without requiring their entire workforce to travel into a central office every day.

Alexander House consultant wins newly qualified adviser award

Awards, People

Alexander House is proud to announce that Independent Financial Advisor, Gareth Higton has won the newly qualified adviser award category at this year’s Financial Adviser Life and Pensions Awards 2015.

At the event, Gareth was crowned as the winner of the newly qualified advisor category after impressing the judges with his technical knowledge, ability to provide the best quality client care and the work he has done supporting the new National IFA business in its early stages.

Summary of Budget 2015 at a glance

THE CHANCELLOR of the Exchequer, George Osborne, delivered his final Budget speech in this current parliament on Wednesday 18 March. Mr.Osborne said Britain was a ‘comeback country’ and introduced flexible Individual Savings Accounts, a personal savings tax allowance and confirmed a consultation into the re-sale of existing annuities.

The 21 ways you can become a better Isa investor

By Kyle Caldwell
The Telegraph - Finance | Personal Finance

Whether you are overhauling existing savings or starting afresh, these tips will make your Isas more efficient – and profitable

Gearing up to invest afresh in the new tax year? Or thinking of overhauling your existing portfolio to ensure it remains up to scratch?

Either way Telegraph Money, with help from a selection of financial advisers, fund buyers and other investment experts, has pulled together 21 tips to help savers make the most of their Isa investments – and avoid the costliest pitfalls.

Technology: The beating heart of a successful business

10 years. It doesn’t sound like a particularly long time in the bigger scale of things and for people involved in planning long-term finances it isn’t. But when it comes to doing business in the 21st century, it’s a timeframe that can see you go from hero to zero unless you are plugged into the enormous leaps that are taking place with technology and how it is shaping and changing the world.