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“Yes. If you keep communicating to your clients and let them know there are

opportunities out there, there is business to be done.” David Stewart,

Brynford Investments

“It is debatable. I think pension business will not but investments will.

Mortgages and insurance will stay the same.” John Abson, Norwood Lake

Independent Financial Services

“No. I think we are in for a very tough year because of apathy, perceived

poor performance of the stockmarkets, rising consumer debt and the

impending tax rises as of April 6.” Kim Barrett, KS Barrett & Associates

“Yes. I thought business would go down in 2002 and it went up by a third. I

plan to do the same thing again.” Stephen Eames, Beltinge IFA

“Assuming conditions settle down or even start to improve this year, I

think we will start to see an improvement in business.” Collin Eyre,

Pygmalion Fund Managers

“Only if the markets improve. I know the Government doesn&#39t think so but I

expect markets to rise. It is cyclical and we have been bumping along the

bottom long enough.” Richard Todd, RHT Financial Services

“Yes. We expanded heavily last year and expect to generate more business

despite the volatile markets.” Phil Bradshaw, Yorkshire Investment Group

“No. I am very pessimistic. Regulation is a factor. I haven&#39t passed the

mortgage exams so I will lose mortgage business.” Sohan Jheeta, Personal

Investment Planning Service

Yes 63%

no 25%

DON&#39t KNOW 12%


IFAs beat direct sales on cheaper distribution

IFAs are a cheaper distribution channel than their direct-selling rivalswhen it comes to nearly two-thirds of unit-linked and with-profitsproducts, according to the latest FSA disclosure survey.The survey, from December 2001, looks at 24 products comparing the totalremuneration advisers received over five years. It shows that in 15 out of24 products, IFAs accepted a total remuneration […]

Out of context

•”You just shut your eyes and bite the burger.” – Fidelity executivedirector Paul Kafka in McDonalds•”I wish I had the gestation period of a hamster – it&#39s only six weekslong.” – Lansons PR Laura Cronin on the fifth month of her pregnancy•”It is always difficult to play twister with the big one.” –Prudential head of […]

Hostile Manulife bid for Canada Life

Manulife has launched a hostile bid for rival Canada Life which could result in windfalls of around £4,000 for the UK investors who accepted shares when Canada Life demutualised in 1999. If successful and approved by regulators, it would result in the fourth biggest insurance company in North America and the tenth largest in the […]

Kreis Consulting – DriveTec

DriveTecMonday, 6 January 2003 Aim: Growth by investing in DriveTec (UK), a company that has invented a vehicle transmission system designed to improve fuel efficiency and reduce exhaust emissions Minimum investment: Lump sum £15,000 Opening/closing dates: November 1, 2002/January 31, 2003 Charges: Initial 6% Commission: Initial 3% Tel: 0141 564 1523


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