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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

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Chase de Vere offers high interest bond

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taxes

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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