Patrick Connolly

Patrick Connolly

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.

  • Patrick Connolly
    News

    Cornering the market

    2017-11-07T00:00:00

    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.

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    News

    UPDATED Spring budget 2017: the private client perspective

    2017-03-08T17:58:00

    Patrick Connolly of Chase de Vere provides commentary on the private client aspects of the chancellor’s spring 2017 budget.

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    Analysis

    The investment landscape in 2017: what next?

    2016-12-12T10:07:00

    Patrick Connolly offers some guidance on how best to advise clients about handling their investments in a post-Brexit / Trump landscape.

  • Patrick Connolly
    Feature

    Reduced circumstances

    2016-05-19T15:54:00

    The case for pensions has become more compelling over recent years, with increased flexibility and lower tax charges. However, a number of recent changes have reduced how much higher earners in particular can benefit. Patrick Connolly explains

  • Patrick Connolly
    Analysis

    Spotlight: Autumn Statement 2015

    2015-11-26T14:27:00

    Patrick Connolly explains the key financial planning points from this year’s autumn statement

  • Patrick Connolly
    Feature

    Summer sums

    2015-07-21T00:00:00

    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

  • Money
    News

    Budget 2015: what you need to know

    2015-03-19T10:28:00

    Patrick Connolly discusses the major points of interest in yesterday’s budget for private client advisers

  • Saving grace
    Feature

    Saving grace

    2015-03-17T00:00:00

    Individual savings accounts have for some time been considered the investment wrapper of choice for long-term saving, but Patrick Connolly argues that, following last year’s radical shake-up of the rules, pensions may now be the more attractive and effective option

  • Patrick Connolly
    Analysis

    Spotlight: Autumn Statement - private client implications

    2014-12-04T15:19:00

    On 3 December, George Osborne delivered his Autumn Statement. Certified Financial Adviser Patrick Connolly outlines the key private client measures