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Sesame Bankhall returns to wealth advice | Mortgage Strategy

Sesame Bankhall returns to wealth advice By Sonia Rach 8 Sesame Bankhall Group is returning to wealth advice, Mortgage Strategy sister titleĀ  Money MarketingĀ has exclusively revealed. In 2015, the group wound down its investment advice network and announced it would no longer offer support to wealth advisers. This decision came after the groupĀ faced a number of pensionĀ missellingĀ claimsĀ andĀ fines from the FCA for failing to ensure investment advice was suitabl...
United Kingdom Carl Wallis John Cowan Julie Sadler Steve Harris Sarah Batham

Exclusive: Sesame Bankhall returns to wealth advice

However, in an interview with Money Marketing, chairman John Cowan and chief executive officer Michele Golunska, reveal that SBG will be u-turning on this decision as part of a wider strategy to expand the business. Cowan says: ā€œThe manner in which we did this previously was that we actually licensed [advisers]. In the network, we had financial advisers who dealt with mortgages, and we had financial advisers who did defined benefit transfers, property, UCIS and so on. ā€œThat got the busines...
United Kingdom Carl Wallis John Cowan Julie Sadler Steve Harris Sarah Batham

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