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Adviser / Broking

Adviser / Broking

Chase Templeton acquires Best Go Private

Chase Templeton has acquired intermediary firm Best Go Private, which was founded in 2010 by former AMII treasurer Graeme Godfrey and wife Lucy.

clock 27 July 2015 •

Adviser / Broking

Openwork triples profits

Openwork has more tripled its operating profits to £5.5m in 2014, up from £1.7m in 2013.

clock 24 July 2015 • 1 min read

Adviser / Broking

100% of advisers support benefit reminders - survey

All advisers surveyed for a report by Epoq Legal supported insurers doing more to remind clients about added benefits in their ongoing communications and marketing.

clock 22 July 2015 •

Adviser / Broking

An audience with: John Ritchie part 3

An audience with John Ritchie, offering market observations and looking at opportunities for advisers in the market.

clock 20 July 2015 •

Adviser / Broking

Willis Group buys PMI Health Group in bid to expand UK business

Willis Group is set to acquire PMI Heath Group (PMIHG) in a bid to expand its UK employee benefits and healthcare business.

clock 15 July 2015 •

Adviser / Broking

PMI Health Group gets gold from Investment in People

PMI Health Group has been awarded a Gold rating from Investors in People, the employee healthcare risk management broker firm has announced.

clock 14 July 2015 •

Adviser / Broking

Intermediary enters Hercules Festival of Sport for charity

Staff from Thetford-based Anglia Healthcare will compete at the Hercules Festival of Sport to raise money for Cancer Research UK.

clock 06 July 2015 •

Adviser / Broking

Adviser in the Antarctic is first Seven Families ambassador

Patrick McIntosh, the financial adviser who trekked to the South Pole after repeatedly beating cancer, has been appointed the first ambassador for Seven Families.

clock 02 July 2015 • 1 min read

Adviser / Broking

IFA in tie-up with multi-branch building society

National independent advisory business Wren Sterling has reached an agreement with Darlington Building Society to offer in-branch financial planning services to the group's customers.

clock 01 July 2015 •

Adviser / Broking

Towers Watson merges with Willis in £11.4bn deal

Towers Watson has merged with insurance broker Willis Group in an $18bn (£11.4bn) deal to create a wide-ranging global advisory, broking, and solutions provider.

clock 30 June 2015 •
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