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Billingham merges with Williams to form Haven

Phil Billingham Associates is to merge with David Williams Training to create Haven Risk Management.

The merger will take effect from April and is aiming to offer a wider range of services to clients by bringing together areas of expertise and sharing resources and costs.

PBA has provided support to IFAs for six years and David Williams Training provides regulatory support and examination training.

Billingham says there will eventually be other companies offering services that will share the Haven brand. He also sees other mergers within the compliance consulting industry in the future as firms look to consolidation.

Billingham says: ‘We have seen IFAs having to merge and consolidate their businesses to cut costs and offer better services and we are doing the same. There is a big overlap of skills but the two firms will also bring different attributes to the new venture.”


Commentary – Success story

Yet another year has passed and, inevitably, depolarisation dominates the current agenda. The banks and product providers shuffle and every week a new player announces a multi-tie or other proposition. The increasing complexity of the regulations and the pace of change are adding to the stress levels of all of us, pushing up PI and ICS costs and so on.

Mortgage edge – John Webster

Critics of the HLC have suggested that it is added to the loan purely to claw back money lost under the pretence of a low interest ratebut the HLC is needed to accommodate the additional risk that comes with higher LTV loans.

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