FICPA Scholarship Foundation’s Post

To kick off 2024, I’ve answered a few questions about Arbuthnot Latham and my role here, please see the article below. If anyone in my network would like to explore a private banking relationship, or knows someone who might, please do get in touch.

On this #memberMonday, SIR would like to thank and recognize American Financial Group Financial for its support of SIR since 2018. American Financial employees are active on SIR boards, volunteer for committees, attend events and participate in many other activities. American Financial commits to maintaining the highest standards of integrity and professionalism in its relationships with clients, endeavoring to know and understand the financial situation, needs and objectives and provide quality products and the highest quality information and services. Connect. Learn. Grow. Join SIR! #SIR54 #societyofinsuranceresearch #insuranceresearch #investmentplanning Jennifer Chase Jen Evert Adrienne Kreger

Great to have Grisha Spivak's expert input on our 2024 Advisory Board and as a Judge of our Third Party Manager category at the Insurance Investor | European Awards. The deadline for insurers, plus third party asset managers, technology, data, and fund service providers to enter is coming up at the end of next month - learn more and enter at https://lnkd.in/egFYJCaW #insuranceinvestor #insuranceassetmanagement #awards

Discover how WSC Finance rose from humble beginnings to become one of the UK’s fastest-growing finance brokers. Directors Samuel Phipps and Charles Purser share their insights and experiences on this remarkable journey. #WSCFinance #FinanceMadeSimple

•Are you a Financial Adviser? •Is your retention rate less than 85%? If the answer to both of these questions is yes, Truly Independent could have the IFA opportunities you are looking for. We are a UK-wide financial advice firm, recently listed as one of the top 100 by FTAdvisers, and nominated for the Lloyds Bank Business Enabler of the Year Award. We have big brand values, IFA support and a unique payment structure to ensure we are happy financial advisers. We understand that when it comes to running your own financial advice business, it’s important to have a steady income. That’s why we strive to make sure our advisers not only have the best retention rate possible, but also the most reliable and consistent income. We are committed to helping you build a successful business and reach your financial goals. With this in mind, we offer a minimum retention rate of 85% to new advisers who join us in their first year. No fees, no levies, no minimum charge (advisers must meet minimum entry requirements) Take the first step to becoming a happier Financial Adviser at Truly Independent. Book a Discovery Session at a time and date convenient to you. https://lnkd.in/e7HUbtDd #trulyindependent #financialadvisers #ifa #joinus

Cincinnati Business Courier’s “Largest Greater Cincinnati Money Management Firms places Johnson at #3. We take pride in our employees' commitment to excellence and feel honored by the support of our incredible clients who make this possible. See the entire Cincinnati Business Courier Largest Money Management List here: https://lnkd.in/eymeyw7a #TopRIAFirm #CincinnatiBusinessCourier #CBC #JohnsonInvestmentCounsel #JICCincinnati #LargetMoneyManagementFirms Disclaimer: The ranking may not be representative of any one client's experience as it reflects a sample of client experiences. The award is also not indicative of future performance and there is no guarantee of future investment success. The ranking is based on assets under management as of 5/1/24 reported by individual firms via an online survey. 

Once upon a time I was Head of Risk for Bibby Financial Services Ireland I always replaced the word Risk with "making sense". That is, if a proposal made sense A) Do it or B) if it didn't make sense, don't do it. Final alternative was to try and make B equate to A through suggestions of how could work and depending on outcome back to A or B. Point is, we don't try and over complicate how we structure facilities and thankfully vast majority make sense at proposal stage. If we have suggestions, they should be of value to the business, even if they choose to become a client or not. We want to fund businesses, sensibly, have been doing so since 2006. 01-2974911

Happy Thursday all!! Now that the January blues are well and truly over, we've been reflecting on how hectic the past few weeks have been. Now 5 months in, I am proud to have taken just under £750k of projects from cradle to grave this month, which feels like a massive step! Very excited to see what is in store for the rest of the year! TBP - Trusted Business Partner James Clinghan Craig Jiggins Kat Foster #AssetFinance #InvoiceFinance #CommercialFinance #BusinessFinance #TradeFinance #ProfessionalFinance

What truly makes the Finance Magnates Annual Awards stand out in the industry? Our CCO, Andrea Badiola Mateos, explains the unique aspects that elevate these awards above the competition. Nominate your brokerage today 🔗 https://lnkd.in/eRU-jQdh #FinanceMagnatesAnnualAwards #FinanceMagnates #FinanceLeadership #FinanceMagnatesLegacy

Yesterday I attended the Sandringham Financial Partners Q2 Conference. As you may be aware Donnelly Financial Advice is a trading style of Sandringham Financial Partners Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA). Being authorised and regulated by the FCA means that any Independent Financial Adviser you use must meet certain standards and follow rules laid out by the FCA. These rules are there to make sure that clients are: ☑ Treated fairly  ☑ They are protected  ☑ The products and services they are offered are suitable for their goals and financial needs.  Something we whole heartedly agree with at Donnelly Financial Advice. It was great to catch up with Neil Jenkins and Gordon Boxshall. We enjoyed listening to speakers from M&G Investments, Schroders, RSMR, Liontrust Asset Management PLC, Rathbones Asset Management, and Columbia Threadneedle Investments EMEA APAC.    #croydon #london #kent #surrey #donnellyifa #ifa #independentfinancialadviser #independentfinancialadvisor #financialadviser #financialadvisor #financialplanning #financialplanner #SandringhamFinancialPartners #FinancialConductAuthority #FCA #trustedadvice #regulatedadvice #londonevents #businessnetworking #businessnetwork #londonnetworking #networkingevent #professionalnetworking #networkingmixer