Financial Advice Resources

Association of Private Client Investment Managers and Stockbrokers (APCIMS)
APCIMS represents more than 220 private client stockbrokers and investment manager firms who, on more than 400 sites across the UK and Ireland, deal in stocks and shares for private investors.

IFA Promotion (IFAP)
IFA Promotion was established in 1989 to promote the value and accessibility of independent financial advice to the public.

Association of Solicitor Investment Managers (ASIM)
ASIM exists to encourage the provision of high quality investment services by solicitors for private clients, trusts and charities.

Institute of Financial Planning (IFP)
IFP was formed in 1986 to promote the profession and practice of financial planning.

Government and Consumer Information

Child Trust Fund (CTF)
Child Trust Fund (CTF) is a savings and investment account for children, introduced by the Government. CTFs aim to ensure that children have savings when they reach 18 years old and also encourage them to save and understand personal finance and the benefits of saving.

Financial Ombudsman Service
The Financial Ombudsman Service was set up by law as an independent public body. Their job is to resolve individual disputes between consumers and financial services firms - fairly, reasonably, quickly and informally.

Financial Services Authority
The FSA are an independent body that regulates the financial services industry in the UK. The FSA, acting as the competent authority for listing, is referred to as the UK Listing Authority (UKLA), and maintains the Official List.

FSA's Money Made Clear
The FSA is an independent, non-governmental body that regulates the financial services industry in the UK. This website aims to give clear, impartial information on money matters.

HM Revenue & Customs
The HMRC website contains guidance on the tax aspects of shareholdings including guidance on CGT issues.

Institutional Shareholders' Committee
The ISC is a forum which allows the UK’s institutional shareholding community to exchange views and, on occasion, coordinate their activities in support of the interests of UK investors. Its constituent members are: The ABI, the AIC, the IMA and the NAPF. The site is intended to make accessible ISC publications and contact details for those interested in the views of the UK’s institutional shareholding community.

Website Resources and Magazines

iPEIT
The initiative for Private Equity Investment Trusts. iPEIT provides information on PEITs and private equity in general, undertakes and publishes research on the PEIT sector and works to improve levels of knowledge about PEITs among investors and their advisers.

Citywire
The Citywire website publishes news, data and analysis in a variety of formats for professional and private investors. Citywire Funds Insider magazine is published monthly. Citywire uses an approach which follows fund manager performance in the belief that it is the manager who add value for investors.

Hemscott
Hemscott is a web based international supplier of business and financial information and corporate investor relations solutions.

Interactive Investor
The Interactive Investor website has a portfolio service which allows you to track the performance of all your investments in one place to monitor your true worth. You can also link to market analysis and news plus gain access to a wide range of financial calculators and tools.

Investegate
Investegate is a comprehensive online source of announcements from UK quoted companies, allowing you to view all regulatory and other published information in one place.

Investment Trusts Magazine
Investment Trusts Magazine is a quarterly magazine comprising of at least 100 pages of news, information and data focusing on the UK investment trust sector. The magazine's website provides details of the contents of the latest issue as well as further information.

Investors Chronicle
Investors Chronicle is weekly magazine providing in-depth features on investment ideas and techniques, analysis of global markets and sectors, news on takeovers and more. The website publishes company and share price news, analysis of companies' results and the latest stories on a variety topics.

London Stock Exchange
The London Stock Exchange (LSE) provides information and news announcements on all UK listed companies.

McHattie Investment Trust Newsletter
The McHattie Investment Trust Newsletter is a subscription tip sheet covering the wide range of investment trust securities, spotting rising fund managers and recommending those shares suiting particular needs, such as saving for school fees or making tax free capital gains.

Money Observer Magazine
Money Observer, an FSA certified personal finance magazine has been published since 1979. The website contains regular features from the journalists, as well as a range of online tools free of charge. Plus, there is an investment trust directory and financial bookshop.

Moneywise Magazine
Moneywise is a finance magazine, providing information to private investors on savings and investments. The Moneywise website has a host of financial planning tools. There is also detailed personal finance analysis provided by a team of financial journalists.

Splitsonline
A web based research service dedicated to the daily analysis of shares of split capital investment companies.

Trustnet
A web based service covering all UK collective investment funds aimed at private investors and financial advisers.

Wrap Platforms

Wrap Accounts
Wrap-Accounts are an investment account and financial services product which enable investors to view all their financial assets on one platform. The site is a central information source for Wrap Accounts and listing for Wrap Account Providers in the UK.

Ascentric
Ascentric is an independent asset consolidation service for IFAs that offers a full Wrap platform.

Abbey Intermediaries
A client portfolio administration system to assist intermediaries with arranging their clients' transactions, reporting and administering a client's investment and pension portfolio.

Integrated Financial Arrangements plc - Transact
This is an integrated portfolio service that provides the opportunity for intermediaries to transact investment trust business as well as unit trusts, OIECs and all UK listed equities via a series of wrapper products.