09/02/2010 |
IIMIA WEALTH MANAGEMENT ACQUIRED BY JARDINE LLOYD THOMPSON GROUP PLC |
| iimia Wealth Management has been acquired by Jardine Lloyd Thompson Group Plc (‘JLT’). JLT is an international group of Risk Specialists and Employee Benefits Consultants and the iimia team has joined forces with the existing private client businesses to create JLT iimia Wealth Management. |
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13/11/2009 |
www.tukae.org - A worthwhile cause |
| We, at iimia, work with a lot of charities on their financial planning and investment management whilst also raising money for them. So far this year, we have raised a total of £1,125 as charitable donations which has been matched by the company, giving a total of £2,250. Each of our offices selects a Charity to support each year and our Falmouth office have chosen to support Tukae for 2010. |
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13/11/2009 |
Point-to-Point Races - Free Ticket Giveaway! |
| We are pleased to confirm our sponsorship of two Point-to-Point meetings over the next couple of months. The first meeting at Black Forest Club, Exeter is on Sunday 29th November 2009, followed by the Silverton meeting on Sunday 17th January 2010. |
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13/11/2009 |
The Bournemouth Office Grows in Size and Knowledge |
| Despite ongoing uncertainty and volatility in the economy and stock markets, our Bournemouth office has continued to expand their team both in numbers and knowledge, to allow us to continue to provide advice and support to meet all of your financial planning needs. |
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13/11/2009 |
HOPS - Helping Other People Survive |
| We are very pleased to invite Kay O’Reilly, one of the founders of a recently launched Northampton based charity, to introduce HOPS to you all. At iimia we work with a lot of charities on their financial planning and investment management whilst also raising money for them through sponsored walks and other events. Many of you have helped us support charities over the years, for which we thank you. HOPS is one of our Northampton office’s charities of choice for 2010. |
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03/09/2009 |
iimia Wealth Management joins SIFA |
| We are delighted to announce that we have joined SIFA, an organisation dedicated to supporting financial advisers working with solicitors and accountants. |
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23/04/2009 |
iimia designs bespoke Gilt-Backed Income Plan in conjunction with Morgan Stanley |
| In the current climate it is hard to find income without risking capital. With this in mind, our research team has been working with Morgan Stanley to create an exclusive Gilt-Backed Income Plan that will allow investors to receive 4.95% income per year, for 3 years, with full return of capital subject to certain criteria being met. Click here to access further information….. |
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