Cater Allen Bank is creating an intermediary sales support team in a bid
to boost its banking services.
CAB says it has assembled the sales team to boost its commission-paying
bank account services to intermediaries.
Newly appointed regional sales manager Andrew Chalmers has been with Cater
Allen since 1998. His role will involve co-ordinating six area sales
managers.
The new managers include Chris Rathbone, who has been with the bank since
1998 and has over 20 years' experience in financial services.
Sally-Ann Bullimore joins the team after 19 years at Abbey National,
including eight years at Abbey National IFA. She will cover south-east
London and Kent.
Carlton Dodd will cover Hampshire, Devon and Cornwall and joins with 16
years experience in the financial services industry.
Wendy Breen will be responsible for central and south-west London. She has
worked previously at Fidelity Investments and Abbey National IFA.
Cater Allan manag ing director Paul Turtle says: “Over the past 12 months
we have focused our efforts on developing our presence in the intermediary
market. Our new team will help us continue to grow.”
View more on these topicsAnalysis
IFAs get a line on The Exchange
The Exchange is offering IFAs free ISDN installation and WAP mobile phonehandsets in a move it says will speed up its quotation service. The companysays the ISDN connections will give intermediaries faster access to productquotations, business services and financial strength research through itsExweb service.The offer is running alongside The Exchange's WAP launch to consumerswhich will […]
Barclays head warns of more branch closures
Barclays group chief executive Matthew Barrett has conceded that his bank will continue to close branches if they remain unprofitable.The admission came under questioning by Labour MP James Plaskitt at the Treasury Select Committee. Barrett was testifying along with his competitors HSBC chief executive Bill Dalton and Lloyds TSB group chief executive Peter Ellwood.In a […]
The Exchange teams up with NTL
The Exchange is set to bring personal finance services to millions bylinking up with ntl's transmission network.The partnership will give The Exchange's Moneyextra. com service access tonearly six million homes nationwide through the ntl network's FinanceChannel when it launches later this year.The link-up means consumers will be able to find out about and comparefinancial products […]
Brokers show loan optimism
More than half of brokers are optimistic the mortgage market will improvein the next quarter, according to research by the Mortgage Business.Currently, 54 per cent of brokers are optimistic that business willimprove in the next quarter.Brokers have reported significant increases this quarter in sales ofself-employed and flexible mortgages, with 38 per cent having seen anupturn […]
Newsletter
News and expert analysis straight to your inbox
Sign up
Phil Jeynes: Insurers have to be smarter on mental health
Last month, the BBC’s Money Box covered the story of a protection customer who had seen her quoted life and critical illness premium rise by around a third after she disclosed a historic mental health issue. The woman was taking cover as a parent of young children and had originally chosen an insurer after getting […]
CISI sets up financial planner mentoring helpline
The Chartered Institute for Securities and Investment has set up a helpline for participants in its financial planning mentoring scheme. The helpline, which is being supported by Schroders, will be open to mentors and mentees on the programme, which started on the first of January this year, looking for support in achieving professional financial planning […]
Collapsed wealth manager’s Sipp book sold for £820k
Collapsed wealth manager Greyfriars Asset Management sold its Sipp and SSAS administration business to Hartley Pensions for £820,000 an update on Companies House shows. Money Marketing previously discovered Hartley took on 1600 Sipps, 160 SSAS and almost £500m assets under management onto its books for an undisclosed sum, with fresh documents now revealing the value […]
Comments