View more on these topics

Chadney Bulgin buys Pensions & Wealth

Chadney Bulgin has acquired Berkshire-based advice firm Pension & Wealth Planning for £1.2m as part of its acquisition drive.

The firm will continue to operate under the Pension & Wealth Planning name.

The deal will see three adv- isers and four back-office staff join Chadney Bulgin from PWP, bringing the total number of staff to 45.

PWP managing director Paul Rylatt and finance director Michelle Gatto have retired following the deal and PWP directors Anne Wardle, Russell Warman and Mike Buckley have joined Chadney Bulgin as partners.

In August 2008, Chadney Bulgin merged with pension IFA Chandos Rose and Chadney Bulgin joint managing partner David Thomas says the firm is looking to expand further in the future.

He says: “We are looking at various options in terms of the mortgage side and the wealth side. We are looking to take additional advisers on, so the acquisition route actually works better for us – we get an established business with good advisers, so they can hit the road running.”

AWD Chase de Vere head of communications Patrick Connolly says: “There is, and will continue to be, further consolidation in the IFA ind- ustry. Adviser firms are looking to put themselves in the right position for the RDR and a lot of that comes down to recruitment.”


British Friendly offers first IP deal via advisers

British Friendly is offering an income protection plan through advisers for the first time. The society has previously offered its IP products only to its members. The BFS Protect policy will be introduced to advisers from March 21, alongside an e-business system to allow IFAs to get a quote and apply online. It provides own […]


Garnier wants veto on the FCA

Treasury select committee member Mark Garnier has called for Parliamentary oversight to be built into the Financial Conduct Authority. At a PanaceaIFA event this week, he said the regulator should remain independent but there should be some scope for Parliament to intervene in certain instances. He said: “We have to think hard about how we […]


Will QCF level 6 become the minimum?

I’m not sure many people watching FSA duo Hector Sants and Sheila Nicoll at this week’s Treasury select committee session would be confident in predicting that QCF level 4 will remain the benchmark for IFAs over the longer term. Responding to a question about whether the qualification benchmark is likely to increase further in the […]

Indian summer

I last wrote about the Jupiter India fund in November but I thought an update would be worthwhile because the Indian stockmarket has performed particularly poorly over the last few months. Since the start of the year, the fund is down by around 15 per cent, although some of this is accounted for by the […]


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 thought leadership.

    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