Lisa Tipton's Media Coverage

Moneyweek

Married 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

Brokers said that regulation and negative perceptions of the financial services industry are holding back the advice sector.

The Times Money Mentor

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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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

We speak to two experts to get their advice. How much does Matthew need to save?

IFA Magazine

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

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

One 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

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

The 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

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

THE 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…

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

New World Financial Group launched two new tiers to its subscription-based financial planning services, the firm said.

shortlist 2022

The 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

The 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

With 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

Putting 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

To give clients ‘the tools they need to make better decisions’ #ukadviser

City AM

Joomag

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