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“No. I do not think this would be right. That is why we have the Data Protection Act. Doing this would be an infringement of it.”

Gareth Measey, Decima Independent Investment Advisers

“No. For big IFAs with multi-offices, it is fine and their revenue is probably public knowledge anyway. However, for the smaller IFAs, it is not fair as we would basically be revealing our income.”

Ian Whiteley, Qdos Independent Financial Solutions

“Yes. I do not see the harm in it. I think it is one of those things which will be inevitable. We are going towards sharing more information and I personally do not have a problem with that.”

Jonathan Grace, The Finance Clinic

“No. I would not disclose my business turnover to anyone. We get enough calls asking about mark-eting and it is all about data protection.”

Jason Shearer, Advanced Financial Consulting

“No. I would not be happy about it. As a one-man band, it is not so bad but if I was a bigger player I would be very unhappy.”

Robert Kirby, Assurances

“Yes. They have been doing it for about 30 years as far as I know. I do not like it but this is the real world and you have to deal with it.”

Christopher Moxon, CW Moxon & Co

“Yes. Why shouldn&#39t they? It is public information.”

Michael Jacobson, Marks Jacobson Financial Services

No 57%

Yes 43%


Rickman Tooze back in business with MBO

Rickman Tooze IFA advisers have struck a deal to buy the assets of the firm forced into administration by a 350 per cent PI increase and crippling pension review costs. A group of the firm&#39s top-earners has succeeded in buying the assets of the business for an undisclosed sum after it went into administration on […]

Product Matters

The launch of Old Mutual&#39s dynamic bond fund caught my eye as, unlike many of the funds in this sector, it will move actively between high yield and investment grade although, of course, the minimum level of 20 per cent must be maintained in high yield. Furthermore, it is that holy grail of incomeproducing funds […]

Infinity is ready to provide on-line compliant KFIs

Infinity Mortgages has today announced that it is now able to provide fully compliant on-line KFIs to mortgage brokers. The KFI facility will be available to brokers on September 30 via Infinet, the company&#39s online processing system. Infinity Mortgages was launched in January 2004. It is being made available to mortgage brokers in advance of […]

Cable says Govt to blame for borrowers saddled with debt

Liberal Democrat Treasury spokesman Vincent Cable is calling for the Government to push for more responsible lending from providers to prevent borrowers being saddled with unsustainable debts. Cable told the LibDem conference in Bournemouth this week that he blames the Government for failing to prevent lenders offering big mortgages to borrowers who may not have […]

Artemis Global Income: Making sense of global markets

The rally in cyclical ‘value’ stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas. In this article, Jacob de Tusch-Lec, manager of the Artemis Global Income Fund, explains how he has positioned the portfolio, given the many economic, geopolitical and policy risks that […]


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