Insights
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South East IFA Business For Sale
Retiring IFA in the South East wishes to sell their well-established business. The IFA’s client book has more than £11 million funds…
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Banking Team Hog The Limelight
Cycling mad IFAs were no doubt glued to their screens yesterday as they watched stage winner Zdenek Stybar (team Etixx-Quick Step) grab…
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Worldwide Financial Planning Makes A Move and Unveils New Brand
South West based IFA firm Worldwide Financial Planning has moved offices and unveiled a new brand. The firm, which was founded in…
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Nervous Fifth Day As Sagan Grabs Second Place
Here’s an update for all you cycling mad IFAs, from the horse’s mouth so to speak, on the Tour de France’s ‘financial’…
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IFA Magazine Editor Mike Wilson On The Budget: White Rabbit Territory
You couldn’t exactly call it an atmosphere of hushed expectancy when the Chancellor got to his feet this afternoon. Riotous assembly would…
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Hard Going Over The Cobbles for Tinkoff-Saxo
The fact that at least two financial institutions known by IFAs sponsor a major world-ranking cycling team gives us chance to talk…
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Ecclesiastical Gives Way To EdenTree Today
The rebranding of Ecclesiastical Investment Management to EdenTree Investment Management is complete today as the new logo and website go live. Individual…
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Why UK Companies Should Help With The Elephant In The Room
Simon Chinnery, Head of UK Defined Contribution at J.P. Morgan Asset Management, told IFA Magazine: “The recently enforced Pensions Freedoms mean those…
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Hampton Dean Bought By Brown Shipley
Private bank Brown Shipley has acquired Hampton Dean, a chartered independent firm of financial planners. The amount paid is undisclosed and Hampton…
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Sir Hector Sants Given Chair at Julius Baer
Julius Baer International Limited London, the Swiss based private banking group, has appointed Sir Hector Sants as Chairman. He succeeds Gian A…

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