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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.


Fees will not cover our PI liabilities

Fees do not pay for professional indemnity insurance. We must remember that IFAs are insurance salespeople. They sell a product. Advice is ancillary to that process. In fact, advice is not only given at the time that the product is sold but is implicit so long as the policy exists. Most IFAs are prepared to […]

Bonuses on with-profits policies expected to keep falling

The upcoming round of with-profits bonus declarations will bring little cheer to policyholders actuaries have warned.The Actuarial Profession’s Life Board has cautioned investors payouts are likely to continue to fall, particularly on longer term policies.Policies with less than 10 years duration are expected to have seen the worst of the falls though.

‘German-style rules would cut missales’

The German retail financial services model of lighter-touch regulation would lead to less misselling in the UK, according to a leading IFA. MLP Private Finance chief executive Frank Mesterharm says regulation reduces the buyer’s responsibility and increases the risk for advisers. Mesterharm, who heads the UK operation of German IFA giant MLP – says if […]

Network 300 creditors oust BDO in dispute over valuation

Network 300 creditors have ousted administrator BDO Stoy Hayward and appointed HKM LLP as liquidator over concerns that the network was undervalued when sold. The moves comes as the FSA reveals that the network was running a £793,508 deficit against the regulator’s solvency measures. Creditors voted to appoint HKM as administrator at a meeting on […]


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