A Newcastle-based financial planner has taken out a series of newspaper advertisements in a bid to attract the "abandoned" clients of Bluefin advisers previously working out of the IFA's now-closed Newcastle office.
Ian Lowes, managing director of Lowes Financial Management, said he has bought full-page adverts in the Newcastle Journal appealing to what he estimates is about 10,000 clients who may now find themselves without an adviser. Axa-owned Bluefin Advisery Services closed its Newcastle wealth management office last month. At the time it said the office's seven staff -comprising three financial planners and four support staff - would relocate to Harrogate to provide a more "joined-up" approach for clients. But it is understood they have been placed in a consultation process and may lose ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
