Tom Browne

6 days ago | moneymarketing.co.uk | Tom Browne |Darius McQuaid |Momodou Musa Touray

Advisers must make income protection a top priority in financial planning conversations, according to David Mead, Head of Protection at St James’s Place. He warned that the loss of income remains the biggest threat to clients’ long-term financial wellbeing. Mead was talking to Money Marketing news editor Dan Cooper in a session entitled ‘How protection can grow your business: Unpacking the real benefits of protection’ at MMI Leeds today (8 May).

1 week ago | moneymarketing.co.uk | Tom Browne |Robin Powell |Darius McQuaid |Caitlin Southall

Financial advisers must help clients respond to some of the most significant inheritance tax (IHT) changes in recent years. This was the message from Paul Rose, key partnerships manager at Octopus Investments, who delivered the keynote plenary ‘Estate Planning Moving Forward: Taking the Next Steps in Untangling Inheritance Tax’ at MMI Leeds today (8 May).

1 week ago | moneymarketing.co.uk | Tom Browne |David W Coombs |Chris Davies |Steffen Pauls

Financial advisers must do more to engage with younger generations, according to financial journalist and broadcaster Iona Bain, who warned that many young people are in “desperate need of help” with their finances. Bain delivered her keynote speech at MMI Leeds today (8 May), entitled ‘Intergenerational planning: Asset retention and engagement with the clients of tomorrow’.

1 week ago | moneymarketing.co.uk | Tom Browne |Darius McQuaid

Clifton Asset Management has appointed Jo Swain as chief risk officer (CRO), strengthening its leadership team as it continues its growth strategy. Swain joins from Succession Wealth and will take up her new role on the Clifton Group’s main board in early May 2025. Swain brings more than 30 years of experience in financial services. A qualified financial adviser, she was previously compliance director at Succession Wealth and a board director of its investment management arm.

1 week ago | moneymarketing.co.uk | Tom Browne

When we think about vulnerability in clients, it’s easy to picture the obvious signs: someone visibly distressed, grieving or going through a major life upheaval. In the real world, however, vulnerability is often more subtle and sometimes completely hidden. And it’s not always something a client will recognise in themselves, let alone disclose — particularly if it’s a situation they’ve never faced. It’s not as simple as spotting it and putting a neat solution in place.