Financial Services

Reports

 

There are 18 articles in this archive.

Managed Portfolio Services Report 2022

This is the Managed Portfolio Services report produced for IFA/GBI?DFM Wealth Magazines in 2022. It has been split into modules as the full document is over 320 pages long.
The complete glossy document can be found on the IFA M

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Platform Research Report 2023

This is the platform research report produced as due diligence for my client firms. A version of this is being published by IFA Magazine in May 2023.
In order to get the full version published by IFA Magazine, please visit https://ifamagazine.com/platform-research-annual-report-2023/

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Platform Research Report 2022

This is the platform research report produced as due diligence for my client firms. A version of this is being published by IFA Magazine in September 2022. And further revised in October 2022.
In order to get the full version published by IFA Magazine, please visit https://ifamagazine.com/article/platform-research-annual-report-2022/

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ESG Sustainable Investment Report 2021

This is the ESG Sustainable Investment report produced for IFA Magazine in October 2021.
In order to get the full version published by IFA Magazine, please visit https://wealthdfm.com/esg-report-2021

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Managed Portfolio Services Report 2022

This is the Managed Portfolio Services report produced for IFA Magazine in 2022 and published in October 2022.
If you would like to see the full report published by IFA Magazine, plesae visit https://ifamagazine.com/mps-report

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Managed Portfolio Services Report 2021

This is the Managed Portfolio Services report produced for IFA Magazine in 2021 and published in October 2021.
If you would like to see the full report published by IFA Magazine, plesae visit https://ifamagazine.com/mps-report

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Tax Efficient Investments Report 2024

This is theTax Efficeint Investments report produced for IFA DFM Wealth Magazines to publish in February 2024. This is the combination of the previous four reports published in January and February 2024.
If you would like to see the full report published by IFA Magazine, please vist https://ifamagazine.com/tax-efficient-investments-sector-research-annual-report-2024/

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Venture Capital Trust Report 2024

This is the Venture Capital Trust report produced for IFA Magazine to publish in January 2024.
If you would like to see the full report published by IFA Magazine, please visit https://ifamagazine.com/venture-capital-trusts-vct-annual-report-2024/

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Inheritance Tax Solutions including Business Relief Report 2024

This is the Inheritance Tax Solutions including Business Relief report produced for IFA Magazine to publish in February 2024.
If you would like to see the full report published by IFA Magazine, please vist https://ifamagazine.com/inheritance-tax-solutions-including-business-relief-and-aim-investment-iht-br-aim-annual-report-2024/

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Seed Enterprise Investment Scheme Report 2024

This is the Seed Enterprise Investment Scheme report produced for IFA Magazine and pulished in January 2024
The glossy published version of this report can be found at https://ifamagazine.com/seed-enterprise-investment-schemes-seis-annual-report-2024/

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Enterprise Investment Scheme Report 2024

This is the Enterprise Investment Scheme report produced for IFA Magazine to publish in Janaury 2024.
If you would like to see the full report published by IFA Magazine, please vist https://ifamagazine.com/enterprise-investment-schemes-eis-annual-report-2024/

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Tax Efficient Investments Report 2023

This is theTax Efficeint Investments report produced for IFA Magazine to publish in February 2023. This is the combination of the previous four reports published in January and February 2023.
If you would like to see the full report published by IFA Magazine, please vist https://ifamagazine.com/article/tax-efficient-investment-sector-research-annual-report-2023/

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Inheritance Tax Solutions including Business Relief Report 2023

This is the Inheritance Tax Solutions including Business Relief report produced for IFA Magazine to publish in February 2023.
If you would like to see the full report published by IFA Magazine, please vist https://ifamagazine.com/article/inheritance-tax-solutions-including-business-relief-research-report-2023-iht-br-annual-report-2023/

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Enterprise Investment Scheme Report 2023

This is the Enterprise Investment Scheme report produced for IFA Magazine to publish in Janaury 2023.
If you would like to see the full report published by IFA Magazine, please vist https://ifamagazine.com/article/enterprise-investment-schemes-eis-annual-report-2023/

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Venture Capital Trust Report 2023

This is the Venture Capital Trust report produced for IFA Magazine to publish in January 2023.
If you would like to see the full report published by IFA Magazine, please visthttps://ifamagazine.com/article/venture-capital-trusts-vct-annual-report-2023/

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Seed Enterprise Investment Scheme Report 2023

This is the Seed Enterprise Investment Scheme report produced for IFA Magazine and pulished in January 2023
The glossy published version of this report can be found at https://ifamagazine.com/article/seed-enterprise-investment-schemes-seis-annual-report-2023/

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EIS & SEIS Report 2022

This is the EIS and SEIS report produced for IFA Magazine in February 2022.
If you would like to see the full report published by IFA Magazine, please vist https://ifamagazine.com/article/enterprise-investment-schemes-eis-annual-report-2022/

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Managed Portfolio Services Report 2020

This is the original Managed Portfolio Services report which was commissioned by ine of my adviser firms. Because the project had mushroomed up so much, I asked IFA Magazine whether it could distribute the reprot and it was published in October 2020.

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Platform Research Report 2015

This is the platform research report produced as due diligence for my client firms. This appears to be one of my earlier efforts from March 2015

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