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Towergate Financial rebrands as Wren Sterling

Towergate Financial has rebranded to Wren Sterling following a management buyout. The new name will cover Towergate’s 110-strong adviser business. Mortgage broker John Charcol is expected to retain its existing identity. Palatine Private Equity completed a £14m deal in support of last month’s management buyout, backing Towergate Financial chief executive Warren Page to lead the […]

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Openwork launches chartered status study programme

Openwork is launching a study programme for advisers looking to attain chartered status. The Route to Chartered Status programme is open to principals, advisers and paraplanners. It will initially deliver face-to-face support at Openwork’s headquarters in Swindon, and subject to demand will offer face-to-face courses at a number of additional locations. Each advanced study module […]

Old Mutual Wealth 2014
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Sesame confirms Intrinsic AR referral deal

Sesame Bankhall has confirmed it has chosen Instrinsic as its preferred partner for investment and pension appointed representatives who choose to leave the network following its closure. Last month, Money Marketing revealed that Sesame was planning the tie-up with the Old Mutual-owned network after it closed for business to investment advisers. Following the restructure of […]

Phil Young

My beautiful career: Phil Young

What was your first job in financial services? I worked for a small consultancy business in Macclesfield, mainly focusing on compliance. It wasn’t always fun but I learned a lot about what good looks like. Describe your current role. I am managing director of threesixty. I spend most of my time talking to advisers, figuring […]

The curse of long-term cash

Trevor Greetham, Head of Multi Asset at Royal London Asset Management, reveals why clients should be seriously concerned when short-term holdings of cash turn into a long-term investment. There is nothing wrong with holding wealth in the form of cash on a short-term basis. For many people capital stability is important and access to ready cash […]

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