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.
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 […]
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 […]
Lawrence House Financial Management says that, unlike some multi-managers, it is wary of holding the same funds and fund managers across all of its portfolios.
“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 […]
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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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]