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Positive rating in poll

Berkeley Independent and Positive Solutions are the IFA service providers most highly rated by members, according to research from Henry Samuels Marketing Services.

Highest-rated networks are Berkeley Independent and, although not strictly a network, Positive Solutions, tying for first place with a rating of 4.3 out of five. Burns Anderson is second with 4.1 and Bankhall Investment Strategies third on 4.

Clerical Medical tops the IFA satisfaction table with 4.3 followed by Skandia on 4.2, Abbey for Intermediaries on 4.1. Zurich, Scottish Widows and Standard Life all scored 4.

Transfer value analysis specialists O&M Systems heads the specialist service providers with 4.4, followed by support firms Simplybiz on 4.1 and Bankhall with 4.


Product Matters

One thing that continues to surprise meabout small boutique firms which genuinely offer true growth potential is that they get overlooked by the majority of the market. One such firm is Saracen Fund Managers. The firm is based in Glasgow and was set up in March 1999 with the launch of its growth fund. To […]

Pru polarises views

Prudential has shown its hand on its multi-tie strategy in dramatic fashion with its move to add Millfield to Sesame in its list of strategic partners. Pru says it will offer more commission and multi-ties could get better deals on PI and compensation scheme levies. The numbers may begin to tempt many advisers. Others are […]

Call for finance to be part of main school curriculum

A new qualification in financial services is unlikely to improve financial literacy, says Chelsea Financial Services managing director Darius McDermott. The Government is introducing the new AS level as it attempts to boost the level of financial education in the UK. But McDermott claims the exam will have little impact on financial knowledge unless it […]

Fund looks to capitalise on rising commodities prices

One of the first UK funds to offer direct exposure to commodities has been launched by Dawnay Day Quantum. The protected commodities accelerator runs for four years and gives full capital protection. It has a minimum investment of £15,000 for retail investors, who can gear their holding by 1.6 times their original investment. The investment […]


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