View more on these topics

Yvonne Goodwin on why small client banks are beautiful

Yvonne Goodwin Wealth Management managing director Yvonne Goodwin shares the secrets behind her firm’s success



Nick Bamford: Does it really matter how we charge for advice?

The adage that someone knows “the price of everything and the value of nothing” is so true when it comes to intermediary charging. Dennis Hall put the cat amongst the pigeons when he wrote asked: “What right do others have to tell us how to charge?” Measured by the number of responses and the attack […]

Fidelity’s Alex Wright: Contrarian bright spots in difficult markets

Equity markets have had a tumultuous start to the year, with the FTSE 100 now more than 20 per cent down from its 2015 peak, placing it in bear market territory. Investors have struggled to hold their nerve, so fears of a market slump have become a self-fulfilling prophecy. Contrarian investors, however, have been able […]


Regulators rubber-stamp Just Retirement/Partnership merger

The merger of annuity providers Just Retirement and Partnership has been approved by the FCA and the PRA. The two firms, which were both hammered by Chancellor George Osborne’s pension freedoms reforms, announced plans to merge in August last year, with the Competition and Markets Authority backing the deal in October. And in a stock […]


Pru UK profits surge due to Solvency II

Profits in Prudential’s UK business jumped 60 per cent in 2015, driven by a one-off £339m boost as result of Solvency II regulations. The increase in pre-tax operating profit – from £729m in 2014 to £1.2bn last year – includes £339m gained from the insurer’s response to the European capital requirements. Its full-year results say […]


News and expert analysis straight to your inbox

Sign up


There are 2 comments at the moment, we would love to hear your opinion too.

  1. I agree 100% , 80 or so clients, directly regulated, answerable to clients and sort of FCA, but don’t be the FCA’s yes man either, challenge them, they are human , make mistakes and are political animals on the ladder.

  2. That hit the spot with me. Similar size client bank and similar thought processes. Best wishes with your business Yvonne and Staff.

Leave a comment