You are browsing the archive for December 2009.
Ivan Martin, Sesame Bankhall Group’s Executive Chairman, has responded to the FSA’s CP09/31: We wholeheartedly support FSA in its goal to encourage more people to actively engage with our profession and help them recognise the benefits of seeking financial advice. That is why we have embraced the drive towards higher industry standards and welcome any [...]
Barclays Wealth has launched a new investment offering a potential return of 60% after six years with the opportunity to lock-in gains for given rises in the FTSE 100.
Open for a strictly limited period, the UK Accumulator offers 100% of the rise in the index up to a maximum return of 60%, with gains locked-in [...]
Best Practice Chartered Financial Planners is to add Nucleus to its platform offering.
The move will see the IFA-owned and controlled wrap proposition from Nucleus sit alongside a range of other platforms including those offered by Standard Life, Transact and Cofunds.
Based in West Sussex, Best Practice offers member firms an individually customised software solution [...]
Picture: Avlxyz at Flickr
I reckon my old school friends are just like the average IFA’s client bank.
There are a lot of them, I only manage to stay in regular touch with a few and – until recently – the time and effort required to stay in touch with the rest was just too great to [...]