View more on these topics

Citri to become an AR of Openwork

Specialist mortgage and protection firm Citri is to become an appointed representative of Openwork.

The North East-based firm, which also offers advice through its wealth management arm, Citri Wealth Management, will become an AR on March 31, 2011.

Citri chief executive Keith Atkinson says: “A strategic partnership with Openwork offers many advantages; firstly to strengthen our position in the mortgage and protection area and, secondly, to broaden Citri’s expertise in the wealth management market – offering the consumer a full advice proposition. We believe Openwork is the right partner going forward and we look forward to the next chapter in our development.”



Out of Context

“Bill and Ben are waiting for you in reception.”Centaur reception summons a Money Marketing hack to meet The Pensions Regulator chief executive Bill Galvin and head of media relations Ben Lloyd. “I am a fundamentalist IFA.”Baigrie Davies director Ian Howe on his feelings about restricted advice. “”They are going to be working for Transact until […]


Barclays calls for HNW advice to be exempt from RDR

Barclays is calling on the FSA to exempt the high-net-worth advice market from the full RDR requirements, claiming these clients are more “financially sophisticated” than other retail consumers. In its response to the Treasury select committee’s RDR consultation, Barclays says the RDR does not take adequate account of the “unique needs” of high-net-worth individuals. The […]

Barclays suing Savills in £12m loan case

Barclays Private Clients International and Barclays Bank are suing Savills Private Finance, valuer Stocker & Roberts and two law firms for losses incurred on mortgage business that could amount to £12m. The case relates to a number of transactions between 2006 and 2007. Barclays alleges a broker who was dismissed by Savills in 2007, instructed […]

Lifemark given extra 3 months as policies begin to mature

Lifemark administrators have been given an extra three months to secure the long-term future of the firm’s life settlement portfolios, although any chance of the industry recouping FSCS levies remains a long way off. Last Friday, the Luxemburg regulator granted Lifemark administrator Eric Collard, of KPMG Luxemburg, an extra three months to attempt to avoid […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm