Regulation: Key dates for advisers’ diaries in 2017

The domestic policy agenda means that the financial services industry faces another busy year of consultation and regulatory change in 2017. The Financial Conduct Authority (FCA) under the assured leadership of Andrew Bailey continues to consult on its future Mission. Key themes that have arisen through the consultation include clarity on the sense of direction […]

Ex-Almary Green advisers form new advice brand

Two advisers from Norwich-based advice firm Almary Green have formed their own advice firm after Standard Life-owned national 1825 pulled its offer to buy the firm. The two advisers, Fiona Sharp and Stephanie Clark, have set up Verve Financial Planning along with former Sense Financial Solutions adviser Steve Buttercase. The three advisers will act as […]

Paraplanners will need Chartered status

The whole ‘Chartered Body Alliance’ thing seems to have come out of nowhere to me. Clearly it has been brewing for a while and I think that it is a good thing for financial services. I must admit that my initial reaction was surprise. As a member of both CII and CISI I thought it […]

Finding the right paraplanner to boost your business

Talented, quality paraplanners have been hard to come by recently. The apparent shortage could be as a result of higher demand, with the increased regulatory burden on advisers creating more administrative requirements. As paraplanning has become a career in itself, advisers have recognised the value of having someone to assist in ensuring the smooth and […]


The Blakemore team have now moved to lovely modern offices near Bank. Address: 3 Lower Thames Street, London EC3R 6HE