View more on these topics

New IFA partnership set up in South Wales

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 continue to work out of Coity, near Bridgend. He is one of five per cent of IFAs in the UK with the CII Advanced Financial Planning Certificate.

Future Asset Management principal David Wingar says: Most UK IFAs are turning over an average of less than 100,000 and need to be more business orientated, hiving off general administration so they can concentrate on marketing, networking, advising clients and preparing financial planning solutions.

Recommended

Plafform Edge: Alistair Hardie

It is often said that there is only one thing worse than being talked about and that is not being talked about.

Secure second tranche

Clerical Medical is offering a second tranche of its secure investment plan, a capital guaranteed product providing exposure to the FTSE 100. The plan has a five-and-a-half-year term and provides 110 per cent exposure to the FTSE 100. The growth of the index is averaged out over the last six months of the product’s term. […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment