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Bates Investment Services appoints deputy group managing director

Leeds-based IFA, Bates Investment Services, has appointed Jonathan Gains as deputy group managing director.

Gains will maintain his role as managing director of Bates direct investment arm, Wiseup, but will now also become responsible for the firm’s ambitious growth plans.


Henderson Global Investors – Independent Balanced Portfolio Trust

Wednesday, 21st March 2001.Type: Unit trust.Aim: Income and growth by investing in unit trusts, Oeics and fixed interest securities.Minimum investment: £5,000.Investment split: UK equity income 57 per cent, UK fixed interest 10 per cent, global fixed interest 5 per cent, European equities 10 per cent, UK equities 7 per cent, Asia Pacific 2.4 per cent, […]

Henderson offers Absolute Return Portfolio to public

Henderson Global Investors is launching the public offer of Henderson Absolute Return Portfolio, a Guernsey based closed-ended investment company.Harp was initially marketed to institutions and professional investors, who have invested £111m. The public offer is open until April 11 and will be limited to £200m.Harp will be managed by John Husselbee. Husselbee says: “We are […]

Mortgage Next signs up Halifax and Woolwich

Independent mortgage network Mortgage Next has signed deals with Halifax and Woolwich which will allow their mainstream mortgage products to be distributed through its brokers.Halifax national intermediary account manager Andrew Bottomley says: “our intermediary links are extremely important to us and the Mortgage Next arrangement opens the door to lots of new contacts.”Mortgage Next managing […]

L&G says 424,000 firms without pension scheme

Research carried out by Legal & General shows 424,000 firms in the UK employing between five and 49 people do not currently offer their staff access to a pension scheme.Of those who said they would seek advice, 31 per cent would go to an IFA, compared to 29 per cent from a bank, 14 per […]


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