Thames Valley-based wealth manager and IFA Woodward Financials has launched an ‘enhanced advisory service’ for clients which offers daily risk monitoring of portfolios. 

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Thames Valley branch members were treated to an analysis of successful investment strategies for a low interest rate environment by Alastair George of Hasley Investment Management LLP. Read more...

Designing and delivering a profitable fee approach for member firms, particularly in the light of RDR, was the topic under discussion at the June meeting of the Thames Valley branch. Read more...