Stockport-based Cullen Financial Planning is set for further expansion after signing an agency agreement to acquire the clients and business from Rochdale firm, MoneyPlan Financial Services. The deal will see the transfer of over 1,000 corporate and private clients into the Cullen portfolio and raise its turnover to over 2.5m.
Ethical investments broke the 10bn barrier for the first time last year, according to Co-operative Financial Services. It says 10.6bn was placed in ethical investments or deposited with ethical banks and credit unions during 2004. A total of 5.5bn was invested in ethically screened funds while 5.1bn was deposited in ethical banks and credit unions. […]
The news that more than half the 1,500 victims of the recent Birmingham tornado do not have household buildings and contents insurance illustrates all too graphically how the poor get poorer.
Diane Hayter’s whole defence against Nic Cicutti’s article is an own goal. I will only pick two points:1: Only a serial committee member/do-gooder could possibly hailan increase in bureaucrats of 325 per cent (financial promotions’ team increase from eight to 34)2: Free or moderately priced assistance. Free! What planet is she on? Does she attend […]
Leeds & Holbeck Building Society recently welcomed All Blacks’ legend Justin Marshall to a summer school for 140 seven- to 16-year-olds hosted by the society. Marshall arrived direct from his native New Zealand and went straight to the summer school. The most capped All Blacks half-back of all time has signed for the Leeds Tykes, […]
In this short video, Richard Marwood, senior UK equities fund manager at Royal London Asset Management, outlines how he seeks to build portfolios that are resilient to short-term volatility. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up and […]
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Three advice firms have stopped giving pension transfer advice following work by the FCA over the future of the British Steel Pension Scheme. A statement this afternoon details the FCA’s “information gathering exercise” to identify the firms that have been most active in advising people to transfer out of the scheme. The regulator got information from […]
The FCA has launched a consultation on its approach to authorisation and competition, which will be open to responses until March next year. Following the launch of the FCA’s mission in April, the approach documents are the second and third in a series of papers explaining how the watchdog tackles regulation. The first document, the […]