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Cullen buys MoneyPlan

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.

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Ethical investment hits 10bn mark

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. […]

Consumer View: Blown away without cover

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.

Two points for own goal

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 […]

All Blacks magic

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, […]

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