View more on these topics

Brown Shipley – Aim Portfolio Service

Brown Shipley

Aim Portfolio Service

Type: Aim portfolio management service

Aim: Growth and the reduction of potential inheritance tax and capital gains tax liabilities by investing in Aim stocks

Minimum investment: Lump sum £100,000

Charges: Initial 2%, annual 1.5%

Commission: Initial up to 3%, renewal 0.5%

Tel: 020 7606 9833


Broker Talkback

Will the appointment of Hector Sants as chief executive of the FSA make a difference to the regulator’s retail policy?No 62.5%Yes 37.5% “Any change of leadership must result in a change of policy.”Gavin Whippy, John F Whippy and Company No “I don’t know the chap well but I don’t think there will be any changes.”Nick […]

AIC elects first female chairman

The Board of the Association of Investment Companies has elected Carol Ferguson to replace Hamish Buchan as the firms next chairman from 11 December 2007.

Active bids to speed overseas loan decision

Active Lending Solutions has linked up with Banco Halifax Hispania to offer online agreements in principle in a bid to speed up overseas lending for brokers.Joint chief executive Mike Buckley says the new process developed with BHH means an adviser will know very quickly if a client can borrow sufficiently to buy a property abroad.The […]


Life systems

Now we have all had a couple of weeks to consider the content of the FSA discussion paper on the retail distribution review it must be time to think about what sort of systems might be needed to support the changes under discussion. In devising their responses to RDR businesses, advisers will, I am sure, […]

Greece: the sideshow continues

Artemis managers James Foster, Mark Page and Laurent Millet comment on the Greek deal, describing it as “just another fudge” getting in the way of bigger developments in China, the UK and the US. To read the full article click here.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm