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Youngest Sofa member ever

Julia Banwell, 24, of IFA Old Mill Financial Services has become the youngest associate member of the Society of Financial Advisers.

Banwell passed six advanced planning certificate exams to become one of only 520 associate members of Sofa.

After achieving ASFA membership Banwell was promoted to technical consultant, from a technical support role, at Old Mill in Somerset where she has worked for four years.

Banwell took her first AFPC exam, G10, in 1997 and has passed every one she has sat since.


Gay personal finance online magazine launched

The first online personal finance magazine specifically for the gay community has been launched at Its editor is IFA Chris Morgan who set-up Compass Financial Advisers for the gay community in 1999. aims to deliver an impartial view of financial services through its knowledge of issues facing the gay community. Morgan says that […]

Principality flexes its discount muscles

Principality Building Society has brought in the 1.05 per cent base rate tracker flexible mortgage.The mortgage tracks the Bank of England base rate, which is currently 5.75 per cent. For the first six months of the loan, until October 30, 2001 it will have a rate of 1.05 per cent discounted from the base rate, […]

Inter-Alliance teams up with RSA Investments

IFA Inter-Alliance Group is teaming up with RSA Investments, Royal & Sun Alliance&#39s investment arm, to sell its Isas on the IFAs online supermarket at A discount of 4 per cent is available to investors who purchase an RSA Investment Isa on the site. Inter-Alliance says its Isa Centre has the most extensive selection […]

IFA guide aims to boost consumer confidence

IFA Momentum Financial Services is publishing a Guide to Savings and Investments which it hopes will lead to increased consumer confidence when choosing financial products. Momentum says it has produced 100,000 copies of the glossy A5 guide in response to increasingly sophisticated consumers demanding more appropriate information on their investment options. The 12-page guide focuses […]


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