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The role of advisers


Ian McIver’s recent letter states that Gareth Fatchett mentions that ” without sales, they are sunk, without new products and ideas, they have nothing to keep their members out selling”.

I presume we are not talking about financial advisers in this situation?

Pukka advisers are organising solutions to problems, not out selling. Hopefully, they are out seeing clients and solving their problems or isn’t
that what these people are about?

Jamieson Financial
Bognor Regis, West Sussex


Six-year plan from Meteor

Meteor Asset Management has launched the protected FTSE deposit plan, offering a potential growth payment of 45 per cent at maturity. The six-year plan is linked to the performance of the FTSE 100 and offers a 45 per cent investment return, provided the index is at or above itsopening level at maturity. It is designed […]

Damian Keeling

By the buy

What consolidators are looking for in IFA businesses


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