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New Route company offers A-Day advice

Route Wealth Management, an IFA specialising in pension advice on A-Day issues, has been launched.

The firm is part of the Route Group, which already has four subsidiary companies – a tax and estate planning unit, an independent mortgage broker and a property acquisition service.

It is based in the City and says it has a big client base of high-net-worth clients with specialist financial planning needs.

The company will be providing general financial advice as well as fee-based solutions for A-Day issues in the run-up to April 2006, particularly for members of final-salary pension schemes.

Director Richard Admiraal says: “In the run-up to A-Day, we believe we are well positioned to offer a niche service both to our own clients and from third-party referrals in partnership with other IFAs who do not have the experience or expertise to advise their clients through the complexities that A-Day presents, particularly given the relatively short timescale.”


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iimia and Exeter to merge

Investment services groups Exeter and iimia and are merging in a deal which will create a business with £500m in funds under management.The new firm &#45 called iimia Investment Group – will have four divisions &#45 third party administration, fund management, financial planning and private client investment management. It will list on AIM on August […]

&#39Banks not a threat to IFA business&#39

Banks do not pose a threat to IFAs&#39 businesses as consumers will continue to seek independent advice following depolarisation, according to a survey by Lighthouse Global. The survey of IFAs found that while depolarisation may lead to the big banks multi-tying, it could generate more business for IFAs.

More IFA use of multi-managers

More than two-thirds of IFAs say their use of multi-managers is either higher or much higher than 12 months ago, according to a Fidelity survey.


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