Investment firm Dolfin has bought a “significant” equity stake in national IFA Alexander House Financial Services.
Alexander House is an appointed representative of Old Mutual Wealth-owned network Intrinsic.
Dolfin is an independent financial services company providing custody, execution and asset management to advisers and their clients.
When starting a new IFA practice five years ago, I assumed self-employed advisers would be self sufficient in the new business department.
We instead focused on research, infrastructure and paraplanning, sales process, chartered status, client communications and so on.
There is so much diversity around us in business today. Each colleague has their own individual needs, skills, qualifications and expectations.
Some people we will click with, but others can be more challenging. We cannot understand why they struggle with certain problems, or perhaps we think they are rushing things or being overly demanding.
When starting a new IFA practice five years ago, I assumed self-employed advisers would be self sufficient in the new business department.
We instead focused on research, infrastructure and paraplanning, sales process, chartered status, client communications and so on.
People who receive either independent or restricted financial advice are on average £40,000 better off than their unadvised peers, research by the International Longevity Centre-UK (ILC-UK) has found.
The research, supported by Royal London, found those who received financial advice between 2001-2007 had accumulated "significantly more" liquid financial assets and pension wealth than their unadvised counterparts by 2014.
The report ‘The Value of Financial Advice' examined the impact of financial advice on two groups - the ‘affluent' and the ‘just getting by'.
The affluent group was formed of a wealthier subset of people who were also more likely to have degrees, be part of a couple, and be homeowners.
Oct 23, 2015 | By Spriha Srivastava
Consultation paper asks advisers for ways access to financial advice can be improved
The FCA and HM Treasury have launched a consultation paper giving advisers until 22 December to explore what can be done to improve customers’ access to financial advice.
Advisers need to quickly embrace mobile technology or face falling behind the competition as technology moves on at a rapid pace.
Advisers have many reasons for using index funds, but essentially they are just one weapon in an IFA’s armoury, according to Tim Collyer, chartered financial planner at London-based Alexander House Financial Services.
Professional Adviser, a news website providing information and insights for UK-based regulated financial advisers, revealed its “ten bold and brilliant adviser websites 2015” earlier this week. is proud to announce that we have made the top ten list!
Today’s financial advisers are truly embracing the digital age.
Gareth Higton, one of ’s founding advisers, is already a proud recipient of the FT Adviser Award for Best IFA Newcomer, and we are pleased to announce that he was once again honored by being awarded the FT Adviser Adviser Best Newcomer for 2015 - a true testament to his ongoing hard work!
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