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Has 2004 been a good year for your business?

“Yes. We have expanded our pensions department, which has proved to be very successful after a few teething problems.”

Robert Baxter, Bird & Associates”No. I found M-Day was a damp squib that took a lot of time out of my year but business has not been spectacular.”

Brian Casey, Brian Casey Independent Financial Services”No. It has been quite hard. Trying to convince my clients to move to fees from commission has been difficult. I think they are so used to commission-based products they find fees hard to deal with. It has also taken me a while to get used to fees after having dealt with commission for as long as I have.”

John Wilkinson, John Wilkinson”No, it has been pretty average. The best way to describe it would be muddling through.”

Martin R Gale, Mr Martin R Gale”No, a bit slow, probably because of a combination of the stockmarket situation and client apathy. With pensions and endowments down, there are not many positives to get them wound up about. M-Day was a bit disruptive but the mortgage side was generally better.”

Tony Francis, Tony Francis IFA”Yes. It has gone pretty well. Sales of Sipps have increased and we are hoping for an even better year next year.”

James Wilberforce, Wilberforce & Co.”No, not great really. There has been a lot to get used to. Business has been pretty steady, though. Our client base has changed a bit and we are dealing with more wealthy clients than we were this time last year.”

Karen Mullan, A Mullan Brokers

No 72%
Yes 28%


Where are they now…

The shadow of former news editor Adrian Cammidge looms over 2004. He left the benevolence of the Fourth Estate to move to the “dark side” of PR. Just recently, we have heard he has since taken over the Aegon world and will hitherto be known as Darth “I am now a father” Cabbage and we […]

Dead cert

Press junket of the year. Another dead heat, this time between PruHealth’s spectacular Cape Town launch extravaganza and DWS Investments’ market and branding update/ EnglandFrance trip in Portugal.

Review of 2004: Mortgages

As mortgage lenders and intermediaries lick their wounds after M-Day, the industry is still wondering whether regulation has created any tangible consumer benefits.

Childcare - thumbnail

Three questions for employers…

The Family and Childcare Trust’s annual survey has been widely reported in the media and the two headline figures were these: the average cost of a nursery place for a child under two has risen by 33 per cent since 2010; and the costs have risen by five per cent in a single year.


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