At the end of 2006, their financial planning team had pounds 80million of clients' funds under advice
Current investment funds under advice
total around pounds 14bn and annual mortgage lending introduced is about pounds 10bn.
Together with its existing investments in InvestSmart and YourShare, AWI now has over 500,000 prospective online customers, circa 45,700 accounts and more than $1.7 billion in funds under advice
, he said.
Scottish-based Thomson Shepherd is a high quality financial planning business which employs 35 staff and has pounds 400 million of funds under advice
JBWere has achieved industry leading results with significant growth in funds under advice
, particularly in the areas of fixed income and global equities.