Debbie Boyes was named Mortgage Adviser of the Year award at the Women’s Financial Adviser Group award ceremony in London’s Dock- lands last Friday.Boyes runs her own mortgage brokerage Debbie J Boyes, which she set up in July 2004, and she has plans to expand her team of four staff. She was previously a self-employed mortgage for Corporate Solutions. Boyes firmly believes that female IFAs have more empathy with their clients than men and she is keen to push advising as an ideal career for women because it can fit around family life. Boyes says: “I think winning will give my team a tremendous boost and will give me a value in the business community. I hope it will help to encourage more women to enter financial services.” . Barclays Financial Planning adviser Kate Nield was named Multi-tied Adviser of the Year. She was a specialist IF advising on Barclays’ high net-worth and corporate clients before switching to the bank’s Select Choice panel last June. Nield says her decision to move from IF to multi-tied has not restricted her and she has not yet had cause to consider any off-panel recommendations. The mother of two dashed up to Birmingham after collecting her award to attend Barclays’ national conference on Saturday. She says: “I had to get changed on the train. It was all a bit of a rushed weekend, which ended with organising a five-a-side football competition for my son’s eighth birthday party. I am not sure which was more exhausting.” . Standard Life financial planning consultant Gill Galloway received the award for Single-tied Adviser of the Year. She could not attend the awards as she was recuperating after giving birth to a baby boy, Hal, just five days before the award ceremony. She joined Standard Life as a financial planning consultant in 1998. She previously worked at Eagle Star as a financial planning consultant and spent 10 years at Barclays working on its management development programme. She now specialises in advising high-net-worth clients. Galloway says: “I am not a product seller. I joined Standard Life because I much preferred its ethical app- roach and the importance they place on holistic fin- ancial planning.” . Baigrie Davies paraplanner Regina Enwonwu became the first person to win the new category of Paraplanner of the Year. After spending the past four and a half years at Baigrie Davies, Enwonwu has just moved to JP Morgan in a research and development role but says she would not have won the award without the support of Baigrie Davies and particularly Arthur Davies who gave her the encouragement she needed to manage the firm’s investment proposition. Enwonwu says: “Paraplanners are the backbone of many companies and it is great to see an acknowledgement of the important work we do. It is an acceptance of the fact there are many different cogs in the advisory system which make up a company.” . Baker Tilly regional director Sarah Maguire took the runner-up spot in the Woman IF of the Year category.. Maguire has worked in a direct-sales role at Standard Life, as a senior consultant for Sedgwick Noble Lowndes before moving to Forres- tals Chartered Accountants where she set up a financial business before the firm merged with Baker Tilly. She is keen to raise the profile of female advisers and says she has encour- aged a number of fem- ale support staff to become financial planners.
Close Private Bank is offering an offshore wrap proposition incorporating life, trust, banking and collective investments to be called Close Opes.
The Wesleyan Assurance Society has launched a with profits Isa investing in its with profits fund.The with profits fund’s asset allocation is broken down into 72 per cent UK and international equities, 14 per cent property, 10 per cent fixed-interest stocks, 4 per cent cash and other related investments. Wesleyan announced a gross investment return […]
Conservative MPs say that problems over the funding of advice and the regulatory framework of the NPSS need to be addressed if consensus is to be reached on pension reform. Speaking ahead of a Parliamentary debate on pensions, Tory Shadow minister for work and pensions Nigel Waterson says Turner’s recommendation for an advice-free NPSS model […]
Investors in Asia could be going ape for Hong Kong property stocks this year
The introduction of ground-breaking pension freedoms in April 2015 has created some uncertainty for employees and employers alike, and they are looking for help. With further changed announced in the summer Budget, employees really need help to understand how the changes affect them.
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