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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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]