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The fire-eyed maid of smoky war

Here, our investment specialist Philip Bailey takes a look at the developing situation in Ukraine and considers whether this should influence investment strategy. It’s an exogenous risk, stupid There are those that suggest the primary risk to the capital markets is geopolitical. I don’t agree (1). There are lots of risks, you can list different [...]

Summer Symphonia sponsored by Provisio

On 21st June, The Marston Vale Trust will open the doors to the lakeside room at the Forest Centre in Marston Moretaine for the Symphonia Academica to perform classical favourites for the summer solstice. This sunset concert will include Vivaldi's Four Seasons + works by Puccini, Corelli etc. Provisio have chosen to sponsor this event [...]

Is financial advice becoming elitist?

Significant changes in the financial services industry came into play at midnight on 31 December 2012.  These changes meant that financial advisors are now required to be much clearer in the detail of how their services are paid for.  The days of hidden commissions and surprise, unclear charging structures are now thankfully gone. What this [...]

Rising demand for financial advice

The Retail Distribution Review (RDR), which was published by the Financial Services Authority, came into effect on 31 December 2012.  A new attempt to make charging for financial advice more transparent, the review was met with fear and skepticism within the financial advisor circle at the same time as being recognised as a real attempt [...]

Retail Distribution Review: an opportunity or a threat for IFA’s?

The Retail Distribution Review (RDR) has its roots in aiming to give more clarity for individuals looking to invest. It also had the aim of raising the professional standards of financial advisors and removing what has, for some time, been considered a conflict of interest in how advisors are paid. The RDR is looking to [...]

Can you bank on good advice?

At the start of 2013, the Financial Services Authority (FSA) introduced significant changes to the way in which investors can pay financial advisers for pension and investment advice. At the centre of these changes was the banning of commission payments, which in the past had often been hidden within other charges applied to investment products. [...]