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Charterhouse is first multi-tie to get fine

The FSA has fined Charterhouse Consulting Wealth Management £122,500 for carrying out discretionary portfolio management without permission and for conduct of business failings. The regulator says Charterhouse is the first multi-tied firm to be fined.


The heart of the matter

As a relatively new business, we have watched the launch of wrap propositions with interest and just before Christmas began a fact-find exercise followed by detailed due diligence on our short list of wrap providers.Our core values are based on transparency, trust and value for money, so the two key elements of the benchmarking had […]

Price’s words are an insult to women

Having read the letter, “Thinc again on women from Fiona Price”, I feel I have to respond. This is the second time I have been outraged by comments made by Fiona Price. I have had a very successful career in the financial serves arena for 30 years. Without a doubt, it is a male-dominated industry […]

Out of Context

“You look like Challenge Anneka.”IFA has a pop at the roaming MMTV at last week’s MM Live event “I was rejected for a job at Money Marketing.”The Times’ Mark Atherton missed out on the opportunity of a lifetime and, er, clearly did quite well “Ooh, this is salubrious.”An unnamed speaker at the MM Live awards […]

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What price (more) freedoms?

George Osborne will make his last Budget speech of the current parliamentary term this week, and the early media briefings suggest that pensions will again feature heavily in that statement. So what are we able to learn from the weekend’s coverage?


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