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Chase de Vere

uncategorised

Advisers wary as investors pile into pensions before Budget

Pension providers are seeing a rise in lump-sum contributions to retirement funds ahead of the Budget, amid concerns the Chancellor will push ahead with plans to cut higher rate tax relief.

clock 16 June 2010 •

Wrap/platforms

How can you select the right wrap?

Paul Burgin explains how to scrutinise the platform market.

clock 04 May 2010 •

Investment

Big Interview: Stephen Kavanagh, AWD Chase de Vere

"We spent a lot of money recruiting the wrong people."

clock 15 April 2010 •

Your profession

Paraplanner Zone: Wayne Vernon, The Private Office

Wayne Vernon is a paraplanner at The Private Office, an appointed representative of AWD Chase De Vere. He says, while others dreamed of being astronauts, he knew he wanted to work in financial advice…

clock 11 March 2010 •

Your profession

AWD Chase de Vere unveils platform line-up

L&G and AXA are among the product providers who will be providing investment links on AWD Chase de Vere's new platform.

clock 28 April 2008 •

Your profession

AWD Chase de Vere appoints training director

AWD Chase de Vere has appointed Joe Maguire as director of professional development and training.

clock 09 January 2008 •

Your profession

AWD hires Organ

Adviser firm AWD Group has appointed Robert Organ as finance director for UK business.

clock 07 August 2007 •

Mortgages

IFAonline TV: Just what is the future of mortgages?

A drop in the number of houses on the market and a rise in the use of offset and lifetime mortgages are some of the developments speakers on IFAonline TV expect to see in the near future.

clock 08 May 2006 •

Mortgages

IFAonlineTV: Mortgages are 'financial planning tools'

A mortgage should be regarded as a financial planning tool to help people at different stages of their lives, according to industry figures speaking on IFAonline TV.

clock 03 May 2006 •

Investment

Capita Trust agrees £300,000 precipice bonds fine

The Financial Services Authority has fined Capita Trust Company £300,000 and agreed £3.5m in compensation for mis-selling precipice bonds after buying the business from Royal & SunAlliance in 2001.

clock 21 October 2004 •
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