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adviser firms

Your profession

IFA boosts client support ahead of emergency budget

A Staffordshire-based IFA is launching a series of financial guides to help clients prepare for a raft of new fiscal measures set to be unveiled by the coalition government.

clock 18 May 2010 •

Your profession

Ashcourt Rowan appoints former Barclays man to board

Ashcourt Rowan has appointed Jeremy Rance to join its executive committee as director of planning.

clock 11 May 2010 •

Your profession

Moneygate agrees advice deal with Scottish Golf Union

National advice firm Moneygate has signed a £50,000 deal to become the official IFA to the Scottish Golf Union (SGU) and its 240,000 members.

clock 10 May 2010 •

Your profession

Advisers say hung parliament will stall RDR progress

A hung parliament will have a detrimental impact on the progress of the RDR and stall the UK's economic recovery, say advisers.

clock 07 May 2010 •

Investment General

Advisers neglect clients in time of need - research

Investors have been left trying to steer their own way through the financial turmoil of the past year as advisers fail to regularly review customers' investments, research suggests.

clock 06 May 2010 •

Your profession

Applewood to launch IFA acquisition agency

Applewood Wealth Management is launching an online acquisition agency to help IFAs looking to buy or sell businesses in the run up to the RDR.

clock 05 May 2010 •

Your profession

Surrey financial adviser exposed as tabloid love-rat

A Surrey-based financial adviser has been exposed in the tabloids as a love-rat after marrying a girl he met in Las Vegas and keeping it secret from his girlfriend.

clock 05 May 2010 •

RDR

Buckles: Blocking trail when switching adviser will devalue firms

RDR rules stipulating trail commission be passed on to the client when they switch adviser will "devalue" IFA businesses in the eyes of consolidators, Buckles CEO Nigel Speirs says.

clock 22 April 2010 •

Your profession

Moneygate acquires two firms as expansion strategy takes off

Moneygate Group has acquired two financial businesses and is targeting a further three deals over the next 12 months as part of a four-year expansion plan.

clock 20 April 2010 •

Mortgages

Adviser given suspended prison term for mortgage fraud

A financial adviser has been handed a suspended 10-month prison sentence for mortgage fraud following an investigation which began as an illegal drugs probe.

clock 08 April 2010 •
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