View more on these topics

Focus on strategy

Mentor Financial Services is holding a series of training days focusing on strategic planning services.

The workshops will be open to all IFAs and will be lead by Mentor Financial Services chairman Tony Granger, author of a number of books on finance and retirement issues. Guest speakers will also attend the bigger events later in the year.

The trustee investments and trust plan services event will be held on March 13 in Birmingham.

Training starts at 9.30am for 10am and finishes at 3.30pm, with refreshment breaks in between.

Course prices will vary between £55 and £125, according to the number of attendees for each event.


Scottish Life International – Protected Bonus Bond Series 2

Tuesday, 11 February 2003 Type: Guaranteed equity bond Aim: Growth linked to the performance of FTSE 100, Eurostoxx 50 and S&P 500 indices Minimum investment: Lump sum £10,000 Place of registration: Isle of Man Investment Split: 100% linked to the performance of FTSE 100, Eurostoxx 50 and S&P 500 indices Guarantee: Capital returned in full […]

Insight Isa aims for the heart of UK investors

Insight Investment is offering the Insight Investment focus plan, an Isa that enables investors to focus on income or growth. The Isa provides access to a range of six Insight funds &#45 three are available for growth and three are for income. This is designed for investors who currently have underperforming funds and who are […]

In the wrong

It is encouraging to note from Mr Jamieson (Money Marketing, January 23) that we may ignore his forecasts as they will be wrong. The remainder of his correspondence is therefore superfluous. Chris BryansCW Financial Consultants, London W1

Eight IFA firms to take tech agenda to the providers

A leading group of IFA firms, including Positive Solutions, Towry Law and network Berkeley Berry Birch, are working together to take the IT agenda to technology providers.The association is forming a group strategy for “adviser-led technology” which it will take to various IT providers. It hopes eventually to challenge Origo&#39s domination.It is drawing up a […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm