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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The Government says almost £5m was obtained by pension scammers in the first five months of 2017
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.