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John Charcol

Scooping first was John Charcol. Its commercial director Ian Darby says Charcol&#39s year in the limelight, which included being bought for £100m by Bradford & Bingley helped it into the top spot.

John Charcol commercial director Ian Darby says: &#34Launching market leading charcolonline plus our high profile PR and marketing efforts which helped us win the votes.&#34

In second was BP Financial Services which attributes its success to a clear and simple philosophy of responding to the customers needs though says it was surprised to have been singled out in the contest.

Taking third was Flower Independent. The intermediary also says it was surprised it has been recognised, having only been in the market for three years. Flower managing director says: &#34Though we are young we have enjoyed growth consistently of 200 per cent year on year. In 1999 we wrote £110n of business, which looks set to shoot to £150m this year.&#34 He continues: &#34We also have an excellent relationships with lenders.&#34


The medium is the message

The following story is fictional, contrived to highlight issues withcustomer contact management but read on to learn a thing or two aboutyourcustomers.Meet Holly, a successful40-something, complete with career, husband, twochildren, Swedish nanny, big home, expensive car, the lot. She appears tobe your dreamcustomer come true, and she runs the family finances.Unfortunately, some early experiences (Holly […]

All disquiet on the Hill Samuel front

As Hill Samuel&#39s star fund managers jump ship, thecredibility of thecompany is being undermined.Despite an insistence from headquarters that at least 20 or 30 fundmanagers will make the move from Lon-don to Edinburgh in next month&#39smerger with Scot-tish Widows, insiders have hinted that there may be nomore than 10.But Scottish Widows head of corporate communications […]

When the payout is in a critical condition

If a client&#39s critical-illness cover policy will not pay out it spells badnews for the IFA as well as the client.When a client is left suddenly without cover because their circumstanceshave changed, it can be a shock but when their policy will not pay out itis nothing shortof a disaster.The good news is that help […]

Clerical CD sets out its policy on investment

Clerical Medical is to dist-ribute a CD-Rom to IFAs det-ailing thecompany&#39s investment strategy.It will serve both as a tool to tell intermediaries about the products theinvestment arm of the life office offersand for IFAs to use when meetingclients.It has produced 5,000 copies initially. Clerical regularly does businesswith around 6,000 IFAs and has more than 20,000 […]


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