Pavis Financial Management is the first firm to achieve corporate chartered financial planner status in Liverpool. The firm counts members of the House of Lords, North-west businesses and national professional bodies in its client list.
The Investment Management Association is calling for measures to enhance pensions and savings and to optimise the competitiveness of the UK funds industry in its pre-budget representations.IMA says the Government should increase the limits for ISAs and CTFs, at least in line with inflation. The association says personal saving needs to be encouraged not penalised […]
Alliance & Leicester looks set to convert the role of its former head of intermediary mortgages Mehrdad Yousefi into a sales-facing position.The lender has yet to reveal who will replace Yousefi, having announced his departure after 18 years at A&L in March. He joins Merrill Lynch subsidiary Wave as director of distribution and sales on […]
Investec Bank has announced an increase on the interest rate of its Euro Investec Horizon account to 4.25 per cent, despite the European Central Bank’s decision yesterday to maintain its rate at 4 per cent.
Click link to view full video Portfolio manager Aziz Hamzaogullari talks about the unique style he brings to growth investing, shares examples of companies that meet his growth criteria and explains the importance of fundamental research in a concentrated fund.
A life expectancy tool that assesses longevity based on information including a health assessment from a qualified nurse is aiming to help advisers with defined benefit pension transfer advice. The FCA introduced a rule this year that advisers making a recommendation on a DB transfer must plan for a client living a “reasonable” period beyond […]
Discretionary fund manager charges have come under increasing scrutiny since the FCA launched its platform market study in July last year. The regulator is currently looking at the role of DFMs in the value chain to see if their charges are justified, with the results expected to be revealed later this summer. Money Marketing has […]
Once upon a time, almost every adviser entered the profession via major banks and providers. These players encouraged staff to take professional exams, providing a rich seam from which firms could mine an endless stream of young candidates keen to move into the more demanding independent advice sector. Once RDR took effect, we lost that […]