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.
NewsCornering the market
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.
AnalysisThe investment landscape in 2017: what next?
Patrick Connolly offers some guidance on how best to advise clients about handling their investments in a post-Brexit / Trump landscape.
FeatureReduced circumstances
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
AnalysisSpotlight: Autumn Statement 2015
Patrick Connolly explains the key financial planning points from this year’s autumn statement
FeatureSummer sums
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
FeatureSaving grace
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