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Brewin Dolphin opens Tunbridge Wells office

Brewin Dolphin has continued its expansion in the Southeast with a new office in Royal Tunbridge Wells. The office will be managed by current Reigate office head Lee Clark, who will also continue to head up operations in Reigate. The office will be partly staffed by employees relocating from Brewin’s London and Reigate offices with […]

Fundsmith poaches IFA sales director from Franklin Templeton

Fundsmith has poached Franklin Templeton’s Scott Shivers to serve as its new IFA sales director. Shivers was previously a business development manager from Franklin Templeton, and will take over marketing responsibility to advisers investing for retail and high-net-worth clients as part of Fundsmith’s customer relationship team. Shivers’ sales background also includes stints at M&G Investments […]

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Majority of advisers stumped on vulnerable client management

More education and practical guidance is needed when it comes to identifying and managing the needs of vulnerable clients, advisers say. Research from More 2 Life shows 75 per cent of advisers feel they need further information on spotting and managing vulnerable clients’ needs. Ahead of the FCA’s consultation on proposed guidance for firms and […]

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Chancellor denies rumours of stamp duty change

Chancellor Sajid Javid has distanced himself from talk that he was considering moving the onus of stamp duty from buyers to sellers. The speculation stems from an interview published by The Times on Saturday, in which Javid said concerning stamp duty: “I’m looking at various options. I’m a low-tax guy. I want to see simpler taxes”. […]

Tilney confirms Smith & Williamson merger in works

Tilney has confirmed that it is in exclusive talks with Smith & Williamson over an acquisition. The board of Tilney said in a statement this morning, that the discussions are “ongoing” and that there can be “no certainty that a transaction will proceed.” The statement follows media reports about the merger over the weekend. Tilney […]

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Blog: We need a better debate on advice fees

I can only imagine how hard it is to illustrate your value as advisers when the subject of fees comes up. We are used to shopping around for a good deal, but while comparisons are pretty easy when buying a car or computer, professional services – and financial planning in particular – face a unique […]

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FTSE CEOs see pay drop by 15%

FTSE 100 chief executives have seen their pay fall to its lowest level in five years, according to the FT. Deloitte analysis of filings in the latest season of annual general meetings shows the median pay for chief executives was £3.4m in the last financial year, down from £4m in the previous period. It is […]