Intelligent Investor

Produced by Collins Ward, The Intelligent Investor column aims to provide incisive commentary on wealth management issues.

http://www.theintelligentinvestor.co.uk/

Strategic partners

We utilise third parties, selected from across the entire marketplace, to provide best-of-breed products or structures for our clients. Links are provided to our partners’ websites.

Finametrica – psychometric risk profiling system
www.risk-profiling.com

Raymond James – stockbroking dealing system and ‘wrap platform’
www.RJIS.co.uk

Pershing – asset custodian
www.pershing.com/europe

CAPCO – Insurance protection for assets held via Pershing
www.capcoexcess.com

Dimensional Fund Advisors – our lead fund managers
www.dfauk.com

Professional bodies

Institute of Financial Planning (IFP)
www.financialplanning.org.uk

Personal Finance Society (PFS)
www.thepfs.org.uk

Securities and Investment Institute (SII)
www.sii.org.uk

Consumer information and regulation

Financial Services Authority register
www.moneymadeclear.fsa.gov.uk

Financial Ombudsman Service
www.financial-ombudsman.org.uk

Financial Services Compensation Scheme
www.fscs.org.uk

Tax & investment information

Inland Revenue
www.HMRC.gov.uk

A very useful and free resource for taxation queries
TaxationWeb Directory of Tax Professionals