Patrick Connolly

Patrick Connolly is head of communications for Chase de Vere. He has worked in the financial advice industry for 21 years, having previously been a director at Chartwell Investment Management and headed up PR and Marketing at John Scott & Partners and Towry Law. He is qualified as a Certified Financial Planner through the Institute of Financial Planning.

Posts from Patrick Connolly


Viewpoint: Passive funds may be headed for heyday

Tracker funds are now worth £74.2bn, accounting for 9.6% of the total industry funds under management, up from 8.9% in 2012 and 6% in 2003. Figures from the United States


Is there hope for beleaguered with-profits investors?

For example a Scottish Widows £200 a month 20 year pension would have paid out £97,328 if it matured in 2008 but only £67,934 if it matured last year. Similarly

News , Property

Viewpoint: Why you need to take advice over annuities

The FSCP has issued a damning report into the problems people facing when buying an annuity. These problems have been known in the financial services industry for some time and

News , Shares , Small Caps , Viewpoint

Is DIY investing a false economy?

This in part has been spurred on by the Retail Distribution Review (RDR) which has made it harder for many people to access good quality independent financial advice and also


Graham French leaves M&G Global Basics fund

Graham French is the latest in a line of high profile managers who have recently announced they will be moving to pastures new. This might not be a great surprise

News , Viewpoint

Viewpoint: Not all financial advice is independent

This means that they either offer a more restricted scope of advice or they recommend products from a restricted number of providers, or both. It is important to note that

Analysis , Tax Efficient Investing

Protecting your money from inflation

UK interest rates have been at a record low level of 0.5% for over 4 years and in that time many cash savers have suffered from returns considerably below the

News , Property , Small Caps , Tax Efficient Investing

How can savers beat low interest rates?

It has also been shown that many people’s personal rate of inflation is even greater than the official rates. A personal rate of inflation looks at the expenditure related to

News , Small Caps , Tax Efficient Investing

Viewpoint: Premium bonds still useful despite falling rates

This is because NS&I doesn’t want its products to be too competitive and attract too much new money, in an environment where interest rates on savings generally have continued to

Alternative Investments , Analysis

Should I invest in AIM after 5 August?

The government has confirmed that new rules allowing Alternative Investment Market (AIM) shares to be held in ISAs will be implemented from 5 August 2013. The government hopes this will