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Four more IFAs join Amex wrap service

American Express Adviser Service has signed up another four IFA firms to its wrap service, taking the total to nine.

The latest firms to join are Cathedral Financial Management, VWM Consulting, IFA Professional Planning and Investment Quorum. The service launched in March 2004.

Exeter-based Cathedral Financial Management advises clients in Devon, Cornwall and Somerset. VWM Consulting is a newly merged firm with offices in London and Glasgow. Scunthorpe IFA Professional Planning has a national client base while Investment Quorum is a City firm working with clients in London and the South-east.

American Express Financial Services Europe head of adviser service Jamsheed Poncha says: “The continued mobility of investors bodes well for the future of wraps, Our job is to equip, enable and educate IFAs on what wraps can do for their firms and clients and to keep adding user-friendly services that will make everyone’s lives easier.”


Home in on FTBs

A picture of the Government’s true priorities is emerging and it is no surprise that housing remains a mainstream issue.

FSA calls for reduction in KFI length

The FSA is calling for a reduction in the length of KFIs in a letter sent to mortgage lenders this week.The move coincides with a factsheet the regulator will also send out to brokers covering concerns about the accuracy of initial disclosure documents.FSA spokesman Robin Gordon Walker says some KFIs are longer than they need […]

Inheritance tax and estate planning – exemptions and reliefs

By Kim Jarvis, technical manager with Canada Life’s ican Technical Services Team In this article we look at the main exemptions and reliefs that are available on death. Within the article, spouse also means civil partner.   Nil-rate band Under current rules, any part of the estate that falls within the available nil-rate band (NRB), […]


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