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Women ‘carthorses’ care for their clients

Female IFAs are the “elegant carthorses” of the industry and are the caring face of advice.

Bates IFA Maureen Conroy-Lake, one of the first female advisers at Millfield, says women should focus on advice with a personal touch. She believes that women do not shout about their achievements.

Conroy-Lake says: “We might not be shining lights on ourselves but there is a role to play for more women to get into finance. I like to think we are the elegant carthorses.” There is a nucleus of women out there giving financial advice in the right way, without egos and still running their families. They do not need to act like men. I am working towards chartered status. I have a loyal list of clients and I pay my paraplanners out of my own money, training them to become advisers. I may not be the highest producer and full of self-promotion but I am a good producer with clients that trust me.”

The Money Portal group head of distribution Alan Easter says: “This industry is full of egos so it is nice to see there is a caring side out there.”


Shareholders R Us

When Premier Asset Management chief executive Mike O’Shea spoke about the board’s decision to accept a £51.9m management buyout of the business he could hardly have envisaged the way events would have panned out over the next few weeks.

First National caps 1st mortgage range of products at 95 per cent

GE Money Home Lending has taken the decision to cap its First National 1st mortgage range of products at 95 per cent LTV as a result of the turbulent market conditions.It has also tightened its criteria over 90 per cent LTV and limit 2nd charge LTV to 90 per cent.The changes will be effective from […]

Franklin Templeton launches three Sicav funds

Franklin Templeton Investments has announced the launch of three new Sicav funds within its Luxembourg-domiciled Franklin Templeton investment funds range.

DB Mortgages withdraws self-cert and first time buyer sub-prime mortgages

DB mortgages is withdrawing the self-cert option and will not longer accept first time buyers on its sub-prime mortgages from August 20.The UK specialist mortgage lender of Deutsche Bank has today announced changes to the lending criteria of its sub-prime and light buy-to-let products which include withdrawing the self-cert option.First time buyers will no longer […]

Oil industry: only the fittest will survive

The actions of OPEC have forced the oil supply to fall and producers to cut costs and rationalise, says Richard Hulf In an interview with journalist Alexis Xydias, Richard Hulf, manager of the Artemis Global Energy Fund, explains the impact of the fall in the oil price on energy companies. Alexis also quizzes Richard on […]


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