Buckles

Mortgages

28th July 2010

There has been much in the media recently about the risks that are now being highlighted in connection with certain types of mortgages.

2. Pensions

14th July 2010

The majority of final salary pension schemes are operating with a funding deficit. A combination of woeful investment performance and higher life expectancies for members has made these schemes an expensive retirement solution for an employer.

2. Emergency Budget

   30th June 2010

   Chris Allatt, Senior Tax Consultant for Sanlam UK looks at what the emergency budget means for us.

4. Buckles Acquires Heather Moor & Edgcomb Ltd

   15th June 2010

   Buckles, Wales’ largest Independent Financial Adviser, has acquired Heather Moor & Edgecomb Ltd, of Lyneham, Wiltshire.

2. Onshore and Offshore Bonds

   9th June 2010

   Ever wondered if there was a more efficient home for your money than a deposit account, or an additional investment vehicle for your retirement income? Well an investment bond may be the answer for you, depending upon your circumstances

2. Effect of Inflation on Investment

   28th May 2010

   Craig Miller and Jamie Hughes look at the effect of inflation on investment.

1. Markets on Edge after Election Day

   12th May 2010

   What has caused the worrying worldwide slump in the economy? And what does this episode tell us about markets in general?

3. Options at Retirement

   21st April 2010

   Sam Richards looks at options at retirement.

5. Saving for Children

   14th April 2010

   Many parents wish to set aside money for children to give them a helping hand when starting adult life. Anna Williams looks at options avaiable when saving for children.

7. Budget Article

   31st March 2010

   So that was that, the final Budget before the impending election. But what will it mean for us all?

9. Budget 2010

   25th March 2010

   Trefor Owen-Jones dissects yesterday's budget and works out what it means for us.

11. Buckles boosts graduate training programme
    25th March 2010                                                                                                         Buckles is seeking to increase the intake of graduates to its award winning graduate training and recruitment programme.
13. ISAs

    24th March 2010

    Why is it important to utilise my 2009/10 ISA allowance by 5th April 2010?

15. Buckles Acquires MPI Ltd

    1st March 2010

    Buckles, Wales’ largest Independent Financial Adviser has acquired the clients of MPI Ltd, based in Wigan. The principal in the business, David Brown, is retiring and leaving the industry.

17. Investment and Pension Advice

    24th February 2010

    Most of us have pensions, and some of us have investments – but why bother seeking financial advice on these?

19. Attitude to Risk

    3rd February 2010

    Almost all investment involves some degree of risk. What is important is that you understand, and are comfortable with the risks that you are taking.

21. Critical Illness Insurance

    21st December 2009

    Along with income protection and life cover, critical illness insurance should be central to any protection plan designed to shield individuals and their families from the financial consequences of ill health.

23. Investing for Children

    22nd October 2009

    Providing for our children is the top of any parent’s priority list. By giving your child a head start in life by investing regularly, even a small amount, you could be doing one of the most important things that you will ever do for your child, without raiding your own retirement fund.

25. Buckles Acquires ML Financial Services
    25th August 2009
    Buckles, Wales’ largest Independent Financial Adviser has acquired the clients of ML Financial Services, based in Ruthin, The principal in the business, Mike Locker, is leaving the industry to pursue other interests.
27. Buckles Adviser Wins 'Newly Qualified IFA of the Year, 2009'

    23rd April 2009

    Buckles Investment Services Ltd, the Rhyl-based Independent Financial Adviser has achieved success in the prestigious Financial Adviser Life and Pensions Awards 2009.

28. IFAs Flying the Flag for Skills

    26th November 2008

    At Buckles, Wales’ largest IFA firm, training and development is fundamental to the growth of our business.

29. Buckles Acquires Highgrove Investments

    20th November 2008

    Buckles, Wales’ largest Independent Financial Adviser has acquired the Highgrove Investments, based in Cheshire, for an undisclosed cash sum. The principal in the business, Malcolm Fish, is retiring and leaving the industry.

30. Paul Bradshaw appointed Chairman of Buckles
    3rd July 2008
    Buckles Holdings Limited, the Rhyl-based Independent Financial Adviser announces that Paul Bradshaw, the leading industry figure, will be appointed non-executive Chairman of the firm.

31. Creation of Sanlam UK Limited
    20th June 2008                                                                                                          Sanlam has consolidated the reporting of its interests in the United Kingdom into a single entity, Sanlam UK Limited.
32. Buckles boosts graduate training programme
    16th June 2008                                                                                                         Buckles is seeking to increase the intake of graduates to its award winning graduate training and recruitment programme.
33. More awards success for Buckles
    24th April 2008                                                                                                                Buckles Investment Services Ltd, the Rhyl-based Independent Financial Adviser has achieved success in the prestigious Financial Adviser Life and Pensions Awards 2008...
34. Sanlam buys majority stake in Buckles
    11th April 2008                                                                                                                                                                                               Buckles Holdings Limited, (“Buckles”), the Rhyl-based Independent Financial Adviser announces that Sanlam Limited, (“Sanlam”) the leading South African financial services group has acquired a 60 % stake in the firm...
    
35. Buckles Short Listed for Prestigious Awards Again
    7th January 2008                                                                                                                                                                                           Buckles Investment Services Ltd. has been short listed for a prestigious industry award. Buckles’s Snowdonia Fund has been nominated in the Best Discretionary Fund Manager Category in this year’s Money Marketing Financial Services Awards...
    
36. Buckles acquires Jennings Insurance and Investment Services
    7th December 2007
    
    Buckles, Wales’ largest Independent Financial Adviser has acquired the business Jennings Insurance and Investment Services based in...
37. Annual VIP Seminar
    13th November 2007
    
    The third annual Snowdonia Fund VIP Day seminar took place in St. Asaph, on the 12th November 2007...
38. Nominations Continue to Roll in for Buckles
    4th October 2007
    
    Buckles Investment Services has been short listed for two more awards this month...
39. Buckles short listed for prestigious awards again
    1st October 2007
    
    Buckles Investment Services Ltd., the Rhyl-based Independent Financial Adviser, has been short listed for two awards at the Financial Innovation Awards 2007 run by the ifs School of Finance...
40. SimplyBiz to promote the Snowdonia Fund
    23^rdApril 2007
    
    SimplyBiz plc, the national IFA compliance service company, is to distribute The Snowdonia Fund through its 4000 IFAs...
41. First Minister Opens New Headquarters
    18th January 2007
    
    New headquarters for Wales’ largest Financial Advice company were officially opened in Rhyl today (Thursday, January 18) by First Minister Rhodri Morgan... 
42. Buckles Win Prestigious Award
    23^rdNovember 2006
    
    Buckles Investment Services, the North Wales-based IFA has won a prestigious award, a Hallmark of Innovation, at this year’s Financial Innovation Awards dinner...
43. Snowdonia added to Canada Life onshore platform - Fund size tops £100m
    8^thSeptember 2006
    
    Buckles Investment Services Ltd, Wales’ leading IFA, announces that its successful range of Snowdonia funds of funds has been added to the Canada Life onshore platform...
44. Major Acquisition Strengthens Presence in North West Heartland
    7^thSeptember 2006
    
    Buckles, Wales’ largest Independent Financial Adviser has acquired Chester-based IFA, Quinn Thomas & Partners Limited, for an undisclosed cash sum...

45. Buckles Appoint Performance Development Consultants
    28^th March 2006

    Buckles Investment Services Limited, the largest independent financial adviser in Wales, has appointed Thinking Achievers Ltd as performance development consultants.

46. Further Acquisition for Buckles
    6^th March 2006

    Rhyl-based Buckles Investment Services Limited is continuing to expand and strengthen its position as the North West’s largest Independent Financial Adviser (IFA) with the acquisition of some 300 high net worth clients from IFA business, Foulkes, Bird and Associates...

47. Snowdonia Appoints UBS To Manage £12m Growth Fund
    22^nd February 2006

    The Snowdonia Fund, the asset management arm of Buckles Holdings, Wales’ largest IFA, has secured the services of UBS Wealth Management (UK) Limited to take over the investment management of its £12m Snowdonia Growth Fund...

48. Buckles Appoints New Group Finance Director
    16^th February 2006

    Rhyl-based Buckles Holdings, the largest independent financial adviser in Wales, has appointed Clare Dyer as Group Finance Director with effect from the beginning of February...

49. Buckles launches the Snowdonia Property Fund
    

    1^st December 2005

    Buckles Investment Services Ltd, Wales’ leading IFA, is expanding its highly successful range of Snowdonia fund of funds with the launch of the Snowdonia Property Fund...

50. Further Acquisition for Buckles
    

    5^th January 2005

    Rhyl-based Buckles Investment Services Limited is continuing to expand and strengthen its position as the North West’s largest Independent Financial Adviser (IFA) with the acquisition of Wrexham-based IFA, Phillip Ridgway.