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Brian Steeples becomes the Personal Finance Society’s first president

The Personal Finance Society announces its first President will be Brian Steeples.

His role will be to communicate with PFS members and also to represent members’ interest in the development of policy and services.

Steeples is a current PFS board member and past board member and past chairman of The Society of Financial Advisors, as well as an ACII.

He is also the managing director of Glasgow-based wealth management business The Turris Partnership. He is a past divisional director of Inter-Alliance and past joint managing director of Minet Consultancy Services.

Steeples says: In creating this new body we have a tremendous opportunity to further develop our sectors professional standing.

PFS chairman Bob Bullivant says: Brian is a creative and innovative thinker with long experience of this industry and a passion to drive it forward. I have known him personally for several years and believe he will make an invaluable contribution to our development.


Fidelity puts child trust fund plans on hold

Fidelity Investments says it will not enter the child trust fund market at this time despite previously saying that it would. The firm says feedback indicates that demand for CTFs among IFAs and its inv-estor base is likely to be limited at the moment but it will continue to monitor the pro-gress of CTFs. F&C […]

Buckles Investment Services acquires IFA

Welsh IFA national Buckles Investment Services has acquired Wrexham-based financial advisers Phillip Ridgway. Founder Philip Ridgway is leaving the industry and Buckles will take over its 300-strong client base. Buckles chief executive Nigel Speirs says the deal consolidates the group’s position as the largest independent adviser in the Northwest.

Standard Life passes 100bn mark

Standard Life’s funds under management have exceeded 100bn for the first time in its 179 year history.This is up from 50bn in 1996 and 86bn in 2000.Standard Life group chief executive Sandie Crombie says the news is welcome after a difficult year for the insurer.


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