Patrick Connolly is head of communications for Chase de Vere. He has worked in the financial advice industry for 21 years. He is qualified as a Certified Financial Planner through the Institute of Financial Planning.
Change is afoot in the asset management industry, with the FCA proposing sweeping changes and a major new European directive coming into force from January. Patrick Connolly discusses what this could mean for solicitors and investor clients.
Patrick Connolly of Chase de Vere provides commentary on the private client aspects of the chancellor’s spring 2017 budget.
What will the first all-Conservative budget for almost 20 years mean for private client advisers and their clients? Patrick Connolly summarises the main changes to the inheritance tax, pensions and personal taxation regimes