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Chase de Vere Investments

This year saw Chase de Vere Investments clinch first in the category, a dramatic leap from last year&#39s joint third position. It believes winning the top honour this year is down to dedication to a clear client focus. Chase de Vere Investments managing director Nigel Mitchell says: &#34We are focused on looking after our clients and putting their interests first.&#34
Scooping the prize for second place was Inter-Alliance. Its marketing manager Matthew Long says: &#34The success was down to our integrated approach to the market, which includes integrating the latest technology with best practice and qualified practitioners. Our determination to become the number one branded IFA is being recognised.&#34
In third for the second year running was Alan Steel Asset Management who beat shortlisted Marsh Financial Services, PIFC Benefit Consultants and Central Insurance/ Investment Services to assure its place in the top three for 2000. ASAM consultant Alan Adam believes it&#39s the company&#39s unique approach keeps it in the top league of IFAs. He says: &#34We take a slightly different approach and look at the individual&#39s overall financial planning needs rather than just selling products.&#34


Critical market for IFAs

IFA sales of critical-illness cover rose by 22.5 per cent last year,according to Swiss Re Life & Health&#39s Health Watch featured exclusively inthe Money Marketing Focus Healthcare survey published this week.Overall critical-illness insurance sales rose to 90,584 from 88,171 in 1998.The survey also deals with uncertainty in the long-term care market andthe potential of healthcare […]

Halifax to patent internet bank products

Halifax is planning to patent the account design and software for its new internet bank, Intelligent Finance.The bank claims its ideas are so exciting that it needs a patent to protect others from mimicking them.It will not release the revolutionary features until its inception in July, however, industry commentators are sceptical says the Financial Times […]

Chase de Vere offers high interest bond

IFA Chase de Vere is offering a variable rate bond in conjunction with Woolwich that offers a 7.20 per cent per annum gross interest rate.The 10 month bond aims to capitalise on findings from a study conducted by the company that indicate the average UK household is losing £1,000 in interest.Despite the fact that market-leading […]

&#39Bill poses no threat to professional IFAs&#39

Andrew Tyrie and Howard Flight&#39s scaremongering over the FinancialServices and Markets Bill, which their party has supported in principle,does them no credit and the industry no service.IFAs are only too aware of the importance of public confidence in them,their industry and the services it provides. That confidence has come undergreat pressure in recent years through […]


Out from the long grass? An IT and NI merger

Those with a long memory will recall that at the start of the last parliamentary term George Osborne announced his intention to merge income tax (IT) and national insurance (NI).  Headline grabbing as the initiative was, the reality of the complexities, challenges and costs of such a move resulted in this idea being kicked into the political long grass.


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