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Clarke wins financial sales award

Millfield Partnership co-founder Paul Clarke was named financial sales professional of the year at the Institute of Professional Sales awards dinner on Thursday.

The other finalists were David Morgan of Morgan Independent Financial Services and Darren Coughlan and Keith Dobson, both from Portman Building Society.

The financial sales award was sponsored by Belgium-based software developer Selligent. Selligent project manager Arieh Lazar says: “The key element that distinguished the finalists was the fact they were all good listeners and understood their clients&#39 needs well before proposing a solution.”


L&G to provide Stock Exchange with stakeholder

Legal & General has been appointed to provide the stakeholder pension scheme for the Stock Exchange centralised pension fund. The scheme will be available to around 25,000 employees of 400 companies working in the securities industries. L&G head of retail pensions Randle Williams says: “We are delighted to be providing stakeholder pensions to companies within […]

Peter Davies leaves Merrill Lynch UK Dynamic Fund

Peter Davies is resigning as manager of Merrill Lynch UK Dynamic Fund only three months after its high profile launch. Institutional manager Stuart Roden is leaving with Davies, who is believed to be setting up a hedge fund. The resignation comes at a difficult time for Merrill Lynch who have made the UK Dynamic Fund […]

Mortgage Partnership is back in business

Merseyside-based The Mortgage Partnership has resumed trading after being shut down last year by mortgage design and distribution company Private Label. TMP had opened for business in 1997, catering specifically for the mortgage broker market in the North. The operation had reached over £70m a year in mortgage applications by the time it was taken […]

Go with the web and flow

It is Saturday morning when a parcel arrives from the US posted three days earlier. It is an electrical item that is significantly cheaper than I could have purchased here in the UK. I check my email. Automatic alerts set on my investment portfolio advise me of shares reaching profit or loss limits I set […]


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