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George Osborne re-appointed as Chancellor

George Osborne is to retain his position as Chancellor of the Exchequer in the next parliament, Prime Minister David Cameron has announced. Osborne has held the role since the Conservatives returned to power in coalition in 2010, and his appointment is the first word from Cameron on the make up of a Conservative government since his […]

Smith-Thompson

Profile: ‘The future of advice will be more telephone and web-based’

Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]

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Attivo acquires four IFAs

Attivo has acquired four IFA businesses and says it is on track to complete a further seven deals this year. The chartered financial planning and wealth management firm has acquired Hertfordshire-based Porter DeVere, which was 130 active clients, and London-based Lifetime Financial Partnership, which has 180 active clients. Attivo has also bought Worcester-based Morgan Fitzgerald […]

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PI brokers raise concerns over new insurer Elite

Professional indemnity insurance brokers have raised concerns about the financial strength of new PI insurer, Elite Hoyl Underwriting Management, which offers cover underwritten by Elite Insurance, entered the financial adviser market last month with claims it can halt the trend of escalating premiums. But PI brokers say advisers need to be aware that Elite Insurance […]

Graphic Content – August

Given the release of employment data from the US on 5 August, we wanted to focus on employment data in this month’s Graphic Content. The Graphic Content below shows us that young and middle-aged workers were hit the hardest by the Great Recession and have never caught up. Since the job market started to recover […]

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