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Close Asset Management made a small loss in the five months to 31 December, due in part to the £17m acquisition of IFA Chartwell Group last year.
Paraplanning should no longer be seen as a 'stop-gap' on the way to becoming an adviser, so says Chartwell Financial head of paraplanning Sarah Hammond.
Continuing his series for Professional Adviser, AT8 Group’s Mark Loosmore says Chartwell Group's investment in technology has less to do with being 'RDR-ready', and more to do with the end customer...
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IFA Chartwell has launched a telephone-based direct advice proposition for clients, a move it describes as “next generation advice giving”.
Chartwell is set to launch a SIPP powered by Fundsdirect within the next couple of months.
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TMP founder Morris takes to stand in GP Noble trial
Banks keep close eye on expat market
FSA tells paraplanners to challenge IFAs on suitability letters
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