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RDR will "fuel" consolidation, Conforto claims.
The Financial Times Journalist Gemma Westacott reports on
The Financial Services Authority's (FSA's) Retail Distribution Review (RDR)
- further Details
IFA Conforto appoints new chairman
By Charlotte Banks (ifaonline.co.uk)
Fee-based IFA Conforto has appointed former Ernst & Young senior partner Peter Klauber as chairman,
in preparation for the next stage of its expansion plans.
- further Details
Conforto appoint a new chairman
The Financial Times Journalist Dominic Welling reports on the appointment of
Peter Klauber as the new Chairman of Conforto - further Details
Conforto take over
City Wire's Iain Martin reports on Conforto's latest take over - further Details
Conforto acquires Christie Scott's
Money Marketing's reporter Chris Salih reports on Conforto's latest aquisition - further Details
Conforto continues expansion
Professional Advisers Simon Danaher reports on Conforto's latest aquisition - further Details
Conforto Recruitment
The Financial Times Journalist Stefanie Ives Reports on the latest recruitment drive undertaken by Conforto - further Details
City Wire - New Model Adviser Article
Michael McCroddan & Conforto MD Andy Sutton talk enthusiastically about the combined business's future. - further Details
Acquisition
Conforto Financial Management acquires the Hertfordshire-based, IFA, The McCroddan Partnership. - further Details
Motorsport
Racing legend Ricardo Patrese drives the ‘Conforto’ 1960 Ferrari Dino at Goodwood - further Details
Conforto sign major sponsorship deal with Sports Racing Masters Series - further details
Golf
Conforto Golf Victory - further details
Flamboyant British Golfer no longer worries about where to invest his cash! - further details
Conforto is delighted to announce the sponsorship of a new talent on the European Golf Tour - further details
Ian Poulter - Tiger Hunting with the Conforto ambassador - further details
My longest drive ever - Ian Poulter longest drive, 696 Yards - further details
Hole in One - for sports celebrities & those in the know - further details
Football
Conforto Client Matthew Upson talks finance to the Sunday Times - further details
Icon Magazine - West Ham United's Matthew Upson Hammers his finances with conforto - further details
Lee Dixon - The Conforto ambassador still has a driving ambition - further details
Icon Magazine - Editorial - Feature from Jamie Redknapp's publication for Premiership Footballers - further details
Boxing
Barry McGuigan comments - "I have finally found a highly professional, proactive financial advice company" - further details
Conforto Ambassador Barry McGuigan talks finance to the Sunday Times - further details
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Conforto appoint a new chairman
The Financial Times Journalist Dominic Welling reports on the appointment of Peter Klauber as the new Chairman of Conforto
Former Ernst & Young senior partner Peter Klauber has been appointed as chairman of independent financial adviser Conforto Financial Management.
The appointment is the latest move in the expansion of Conforto, which has seen its assets under management more than double to £125m in the past four months.
The fee-based IFA firm, best known for its expertise in advising high net worth individuals including elite sports people, has recently agreed two acquisitions and recruited staff as part of its aim of building a company to £500m assets under management.
Andy Sutton, managing director of Conforto said: "We first met Peter when he was advising us on our expansion strategy and he was sufficiently convinced of our potential to want to work with Conforto.
"He brings a wealth of experience and expertise to Conforto and will be a key player in defining and successfully delivering our expansion plans."
Klauber has more than 30 years experience as a chartered accountant, including 10 years advising small and medium-sized businesses on strategy and development.
He initially trained at accountants Robson Rhodes and became a partner there in 1990, before joining Ernst & Young where he was a senior partner focusing on small and medium-sized businesses.
In the past two years he was based in London with specific responsibilities for client account management and developing business networks for the middle market practice.
Conforto, which currently has 17 staff including six Registered Individuals, most recently acquired the IFA firm Christie Scott's based in Reigate, Surrey. In July Conforto also acquired The McCroddan Partnership.
The firm, which was founded in 2005, initially focused on professional sports people but has widened its client base through a healthy stream of new client referrals.
Link to complete article
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tel. 0870 777 8670
fax. 0870 777 8672
Offices at:
100 Hermitage Rd
Hitchin
Hertfordshire
SG5 1DG
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