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Media Pack / Portfolio
Lisa Tipton
Media Coverage
Moneyweek
How married couples can boost their retirement wealth by £410,000Married couples can increase their pension pot by making use of each other’s tax allowances. Here is how much extra you could earn
Financial Reporter
Over 50s trust Martin Lewis more than financial advisers - brokers reactBrokers said that regulation and negative perceptions of the financial services industry are holding back the advice sector.
The Times Money Mentor
What does a £37,000, £150,000 and £500,000 pension pot give you?We take a look at the typical annual income you’d get from three different-sized pension pots to help you work out how much you need at retirement
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What are the challenges facing the FCA’s simplified advice regime?The Financial Conduct Authority s plan to make financial advice accessible to more people by making it cheaper and easier for firms to advise customers on stocks and shares Isas is a noble one
inews.co.uk
‘I’m 31, how can I retire on £65,000 a year?’ Experts answer your retirement questionsWe speak to two experts to get their advice. How much does Matthew need to save?
IFA Magazine
Mind the gap: do advisers think the advice gap is growing?For years, the financial advice profession has been grappling with the challenge of trying to make financial advice accessible to more and more people. There is
FTAdviser.com
‘Advice profession can’t support a levelling up agenda driven by the FCA’Many advisers agree there is a huge advice gap that is still growing and while some have come up with innovative ways to serve the less asset rich others believe the burden should not fall on the advice...
IFA Magazine
How the tech revolution has now caught up with the IFA sectorOne of the ongoing bug-bears for advisers is that the different types of technology and software programmes which they use, simply don’t ’talk to each other
FTAdviser.com
Are subscription-style fees the future of advice?In discussions about how to attract the next generation of clients there is often focus on the viability of a business as well as addressing the advice gap
Tees Business
Financial advice ‘more vital than ever’ says Best New Business award winner - Tees BusinessThe ongoing cost-of-living crisis meant the Best New Business award winner at the Tees Businesswomen Awards could barely have been more appropriate.
Money Marketing
Financial planning fixed fees to ‘soon become industry norm’Lisa Tipton, co-founder of New World Financial Group, says fixed fees will soon become standard in financial advice as advisors target younger clients with limited savings.
The Sun
Simple tax breaks that you may be missing out on that could save you cashTHE cost of living crisis is set to hit us all in the pocket from April. HANNAH SMITH shares eight simple tax breaks that you could be missing out on that could save you cash. Marriage allowance I…
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New World Financial Group adds new tiers to subscription-based modelNew World Financial Group launched two new tiers to its subscription-based financial planning services, the firm said.
shortlist 2022
Money Marketing Awards 2022 - shortlist 2022The Money Marketing Awards recognise the very best advisers and providers the industry has to offer. The accolades are not awarded lightly. Several rounds of shortlisting take place before the judge’s...
The Times
Six tax tips to help business owners beat the cost of living crisisThe cost of living crisis is putting strain on businesses and households and many are looking for ways to save money and boost income. Those who have worked har
The Times Money Mentor
Investing to beat inflation - Times Money MentorWith interest rates on savings lagging behind inflation, you might want to think about investing to beat inflation. We explain what you need to know.
The Sunday Times
Want to retire early? Use your Isa as you wait for your pensionPutting money into a pension is the best way to save for retirement thanks to generous tax relief and, for most people, contributions from an employer.But one d
International Adviser
Advice network unveils financial planning subscription serviceTo give clients ‘the tools they need to make better decisions’ #ukadviser