In the Money Marketing article headlined, FSA aims to boost its service standards, you report that IFAs have questioned the confidentiality of the questionnaire which will be held by NOP, the marketing agency we have appointed.
David Wingar, formerly of Courts IFA in South Wales, is setting up a new firm, Future Asset Management focusing on high net-worth and corporate clients. Wingars wife Nicola is responsible for administration and accounting, and Cathie Rowe will manage client details and compliance. Wingar is area liaison officer for the Personal Finance Society, and will […]
Lloyds TSB has been reported to have joined the bidding for the UK arm of Deutsche Asset Management, following revelations by Money Marketing that Old Mutual and BNP Paribas have submitted offers for the bank. DeAms UK division was effectively offered for sale in February when Deutsche Bank appointed Hawkpoint to find potential buyers. Up […]
Responding to concerns over the suspended Woodford fund, the FCA has said it first contacted the fund’s legal owner about risks in February 2018, and is now investigating events that led to the suspension. In a letter to Treasury Select Committee chair Nicky Morgan, the FCA’s chief executive Andrew Bailey said the regulator was first […]
As more people mix pension income with earned income, phased drawdown is growing in importance There is no doubt the nature of retirement is changing. People are increasingly considering different ways to transition to it from full-time work, with many choosing part-time work or a consultancy career. This is being driven by several factors: the […]
London’s access to wealthy clients and location can mean setting up a firm comes at a cost The capital city may not really be paved with gold, but it has more than its fair share of wealthy clients for advisers to service. Known as a place where people’s careers and businesses can thrive on the […]