View more on these topics

Clerical boosts IFA support team

Clerical Medical&#39s Financial Planning Team has recruited four new members to provide support to IFAs.

The team is responsible for providing IFAs with technical advice and support across all areas of financial planning.

Christine Wakeley and Neil Edwards join the team as tax specialists, while Nikisha Patel and Elizabeth Duffy will specialise in trusts and estate planning.

Wakeley joins from KPMG and Edwards joins from HLB Kidsons, both specialised in planning for high-net-worth clients and the self employed.

Patel joins from Clifford Chance where she was a paralegal. Duffy was previously at Sun Life International where she worked in international sales and sales support.

Head of financial planning Sue Leach says: “We are determined to provide IFAs with the very best levels of financial planning support. Our new recruits will enable us to maintain and build our existing reputation for market leading guidance across the financial planning spectrum.”


Professionals will be looking to IFAs for LTC planning

IFAs stand to be the principal source of advice for investors looking to fund their long-term care costs, according to research from PPP Lifetime Care.More than two-thirds of professional and managerial adults believe they will have to pay for their own long-term care and 25 per cent plan to seek out independent advice, says the […]

TMB unveiling redesigned site

Specialist lender The Mortgage Business has relaunched its intermediary website at site, which is being relaunched at a Money Marketing IFA UK roadshow this month, displays the latest rates on all TMB&#39s mortgage products and payment protection products including self-certification, buy-to-let and flexible mortgages.It has a news page, downloadable application forms, information on the […]

GAM launches American fund

Global Asset Management is launching its Star American Focus fund today, with a 2 per cent discount on applications received by October 5.GAM put back the launch by a week after the US attacks, and says its decision to launch so soon after the disaster is designed to give investors the opportunity to benefit from […]

Another Towry man for Wentworth

IFA retirement specialist firm Wentworth Rose has appointed Malcolm Thomas as head of pensions, the second recruit from Towry Law in the last month. Thomas joined Hogg Robinson in 1994 and moved to Towry last year as sales manager leading its retirement advice teams. Towry is requiring board director Tudor Taylor to honour his contract […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment