Hove based IFA firm Skerritt Consultants has acquired the investment arm of Robin Lloyd Associates. Skerritt Consultants, with an annual turnover of 1m says the acquisition will add 500,000 in turnover. Brokers4Sale.com acted as introducer to the deal. Skerritt Consultants managing director Richard Skerritt says the firm is looking at further organic growth. Robin Lloyd will continue to look after clients from its Eastbourne office. Skerritt Consultants will now have a total of 14 staff members.
The deputy chief executive and co-founder of Bright Grey has shown that a commitment to customer focus can bring big rewards in the protection market.
Last week, I looked at dep-olarisation and the opportunity for advisers to reconsider their business model. I ended by pointing out that it is important to bear in mind that if an adviser is to implement financial transactions and wants to choose from products across the whole market, then a fee-based option must be offered.
LifeQuote has set up a streamlined tele-underwriting service for advisers arranging term insurance and criticalillness cover.
Protection providers are wasting around £180m by not using straight-through processing, according to a study by Marlborough Stirling.
Managers James Foster and Jacob de Tusch-Lec outline the fund’s investment approach and discuss current investment themes and outlook for the bond and equity markets. As James and Jacob confirm, the Artemis Monthly Distribution Fund’s aim is to generate an income from both equities and bonds. They explain their investment approach in each asset class, the sectors where they are […]
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
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