06 Mar 2025

Platform enhancement: Faster ad hoc income payments

We’re pleased to introduce our latest platform enhancement – a new online process allowing for faster ad hoc income payments. This latest enhancement reduces the time it takes to request ad hoc income from flexi-drawdown accounts. The new functionality is available from today, making it much easier to generate cash and make payments to clients, […]

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27 Mar 2025

Press release: Quanta Group acquires Craven Street Wealth to broaden wealth management proposition

For Professional Advisers only. – Quanta Group, a newly formed next-generation financial services group led by Patrick Mill, has confirmed the purchase of leading independent financial planning business Craven Street Wealth. The Group also comprises the Wealthtime and Wealthtime Classic platforms and DFM Copia Capital. Quanta Group’s acquisition of Craven Street Wealth is a statement […]

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03 Apr 2025

Spring Statement – a summary for financial planners

For professional advisers only It was well trailed ahead of the Chancellor’s Spring Statement that it would not be a “full fiscal event” and so would not contain any tax changes. The Chancellor had made it clear (and has re-iterated since) that there would be one Budget (full fiscal event) in a year – in […]

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14 Apr 2025

Patrick’s quarterly deep dive – Q1 2025

Patrick Mill, Wealthtime CEO This article is intended for regulated financial advisers and investment professionals only. Wealthtime does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. After the eventful last quarter of 2024, marked by significant political, fiscal and regulatory developments, those expecting a […]

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29 Apr 2025

Protecting against sequencing risk in volatile markets

Tony Hicks, Head of Sales, Copia Capital To say global markets are in disarray this year is putting it mildly. The on-off-on-off imposition of tariffs and unpredictable ‘adjustments’ to President Trump’s dramatic scheme to rebalance global trade in favour of the US economy has created widespread uncertainty. For those entering or already in retirement, this […]

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04 Jun 2025

Driving business value through investment outsourcing

Tony Hicks, Head of Sales, Copia Capital For today’s financial advice firms, building long-term business value is as much about creating operational efficiencies as it is growing assets under advice. In theory, a well-structured Centralised Investment Proposition (CIP), underpinned by client segmentation and a clear proposition, should be a powerful way to create efficient processes […]

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