Company News

The rise of the hybrid robo!

3rd July 2018

As a financial adviser, you’re all too aware of the threat posed by robo-advice platforms. But while you’re still offering higher-quality advice, and while you’re still retaining your key clients, there’s probably not much to worry about. Right? Wrong!

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Alzheimer’s Research UK and Yorkshire Air Ambulance amongst new charities partnering with Greenfinch

28th June 2018

Alzheimer’s Research UK, Blue Cross, DEBRA and Yorkshire Air Ambulance have each partnered with Greenfinch, our new non-advised investment platform providing charity members with access to expertly managed investment portfolios, whilst also giving them the opportunity to benefit their chosen charity in the process.

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TAM nominated for Best Ethical Discretionary Fund Manager in 2018 Investment Life & Pensions Moneyfacts Awards!

25th June 2018

We are thrilled to let you know that TAM has been nominated for 'Best Ethical Discretionary Fund Manager' - a new category at the 2018 Moneyfacts Investment Life & Pensions Awards. The annual Investment Life & Pensions Moneyfacts Awards ceremony is the pinnacle of the year’s product and service advocacy, continuing to grow year-on-year and attracting valuable acclaim. 

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Greenfinch has flown the nest!

16th April 2018

The Archway Project, Bobath Scotland, HEART UK - The Cholesterol Charity and Willow, have each partnered with Greenfinch - our new non-advised investment platform providing members with access to expertly managed discretionary investment portfolios, whilst also giving them the opportunity to benefit their chosen charity/ies in the process.

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How to compete with the robos

12th April 2018

Dormant back books, full of clients who could no longer afford financial advice post-RDR are waiting to be reactivated. Until now this was an unprofitable proposition for IFAs, but the advent of automated investment solutions can help reactivate lost customers and attract new ones.

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