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Buckles acquires Wrexham adviser

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


Pru boosts broker support

Prudential is hiring 50 broker consultants and increasing its sales support by around 35. After a year-long review of its sales support, which included extensive market research, Pru decided its coverage of regional brokers and networks was insufficient. It believes its national coverage is adequate. Pru has so far recruited 26 more broker consultants across […]

Going global

SARASIN CHISWELLSarasin CI Global Property PortfolioType: Unit trustAim: Growth by investing globally in real estate investment trusts, closed-ended property funds and listed property companiesMinimum investment: Lump sum £2,500, monthly £100Investment split: 36% US, 20% Europe (ex UK), 13% Australia, 12% Japan, 9% UK, 5% Canada, 5% Hong Kong/SingaporePlace of registration: GuernseyCharges: Initial 5%, annual 1.5%Commission: […]

A fine estate of affairs

One of the most glaring things wrong with the present regul-atory regime seems to be an almost total absence of any regulation of estate agents and recruitment agencies. A client of mine is about to put his house on the market at £320,000, for which Halifax Property Services want 2 per cent if they find […]

Pacific is top performer of 2004

Pacific and emerging markets along with property, UK and European equities were the top-performing sectors of 2004. Pacific equities returned 20 per cent, followed by emerging markets, up by 17 per cent, and property, up 16 per cent. Russell/Mellon says pension fund performance was boosted, with the average fund delivering an estimated 10 per cent […]

Canada Life annual IHT survey results

75% of wealthy unaware of new residence nil rate band IHT allowance Just 4% were aware the new allowance will be up to £175,000 per individual Lack of awareness of IHT rules means families risk paying a bigger bill than they need 83% think the current inheritance tax rules are far too complex A remarkable […]


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