Kerry Nelson, the former Bates Investment Services adviser who helped set up its charity-based PR agency One Voice, has joined BIS' parent The Money Portal. Nelson, who left One Voice late last year, will take charge of communications at retail fund distributor TMP, which bought BIS last Autumn.
GMAC RESIDENTIAL FUNDING Two-Year Express Discount Type: Discounted-rate mortgage Discounted term: Until April 1, 2006 Discount: 1.85% Payable rate: 3.89% Minimum loan: £25,001 Maximum loan: Up to 90% of valuation subject to a maximum of £350,000, up to 85% of valuation subject to a maximum of £500,000, up to 75% of valuation subject to a […]
Bankhall must be one of the outstanding successes in personal finance product distribution in the last decade. Its approach allows new advisers to enhance their regulatory status and the range of advice that they can offer. Starting with non-regulated status via Point One, progressing to a network member authorised to carry out investment business, via […]
Standard Life's year end results show its financial strength is better than analysts had expected with available assets up 9.5 per cent to £4.6bn in 2003 from £4.2bn the previous year. Commerzbank analyst Roman Cizdyn says the mutual's cash surplus compares well with figures published by its main rivals in recent years. Cizdyn says: “The […]
Friday the 13th – never the best day to try anything hazardous – loomed large for Nick Bamford last week. Not only did the poor Informed Choice managing director schedule in a dentist's appointment for the morning but the Diary hears he was expecting to receive his PI quote later the same day.
By George Boyd-Bowman, Fund Manager at Neptune The Neptune Global Income Fund seeks exposure to the very best – and often overlooked – income opportunities from across the world. Unconstrained by benchmarks, the fund currently has 24 per cent invested in Japan, differentiating the high conviction portfolio from many of its peers. Watch Neptune Fund […]
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Latest from Money Marketing
Sales skills in themselves are not a bad thing. It comes down to whether they are truly being used for the benefit of the client, not the adviser.
The merged company owns three platforms: Parmenion, Standard Life Wrap and Elevate, but is promising to keep ring-fencing.
A recent court case emphasises the importance of robust terms of business, clearly stating the scope of agreement with a client