|
| In celebration of the merger with NW Brown Group Ltd, time was taken on the 10th November to formally toast the occasion at the fabulous new Hostry exhibition hall at Norwich's magnificent Cathedral. Thank you to all that attended and made it such a successful evening! 
|
| Partnership Promises Strength and Security | |
|
| Some Exciting News from KT Financial Services! It has not gone unnoticed that the financial services industry has suffered some pretty hard times over the last couple of years resulting in many weaker firms, unable to meet their responsibilities, having to close their doors. The message, it seems, is evolve or die. In order to ensure ongoing strength and quality of service, we are delighted to announce that NW Brown Group Ltd, a Cambridge based financial services company, has acquired a majority shareholding in KT Financial Services. This merger is of enormous benefit to both companies and their clients, allowing a wider range of services to be available whilst also allowing both firms to continue to develop their competitive edge. Since 1974, NW Brown Group Limited has provided bespoke financial services covering Investment Management, Financial Planning, Corporate Benefits, Insurance and Mortgage Broking. KT Financial Services will continue to be headquartered in Norwich and operate from its offices in Unthank Road. The board has been strengthened by the appointment of new directors, including Brian Carter, previously head of Financial Planning, and Robert Raywood, a director of NW Brown & Company, a subsidiary of NW Brown Group Ltd. NW Brown will enhance the local offering of KT Financial Services, which we feel is already one of Norwich’s premier independent financial services companies. This partnership offers KT Financial Services clients more secure, client-focussed and competitive advice allowing people from across the area real choice when it comes to Independent Financial Advice in an industry that, in recent years, has had more than its fair share of ups and downs. This is really positive news for both the companies and our clients. For queries relating to this matter, please contact your usual representative at KT Financial. Alternatively, if you would prefer, please feel to email ktfs@ktfinancial.co.uk For information relating to the NW Brown Group, please refer to www.nwbrown.co.uk |
| Andy Mulligan, MD of KT Financial Services took on the mammoth challenge of hiking along Hadrian's Wall covering 83 miles in 5 days! Regardless of the poor weather, Andy soldiered on and has raised over £1,000 for his efforts. Thank you to all that has so far sponsored Andy. Andy is raising money for his local church to fund a very much needed youth group and to support children’s charities. We support a number of charities and good causes at KT Financial and this is no exception. We realise that cash can be tight in a recession but ANY Donation however big or small will make a big difference so please help if you can ! Cheques can be made payable to ‘KTFS CHARITY ACCOUNT’ and can be posted FAO – Nicole Cole, KT Financial Services Ltd, 36 Unthank Road, Norwich, NR2 2RB Thank you! |
|  Andy Mulligan, MD of KT Financial Services is taking on the mammoth challenge of hiking along Hadrian's Wall covering 83 miles in 5 days! On Tuesday June 9th he will take his first steps at Bowness-on-Solway and with a bit of luck and a tail wind should make it to Walls End on Saturday 13th June. Andy is raising money for his local church to fund a very much needed youth group and to support children’s charities. We support a number of charities and good causes at KT Financial and this is no exception. We realise that cash can be tight in a recession but ANY Donation however big or small will make a big difference so please help if you can ! Cheques can be posted F.A.O. – Nicole Cole, KT Financial Services Ltd, 36 Unthank Road, Norwich, NR2 2RB Thank you! |
| 
Well done to both Mark and Neil who completed this year's London Marathon with Neil succeeding in beating his target of 4 hours by coming in at 3 hours and 57 minutes. Mark is continually raising money for Macmillan Cancer Support whilst Neil has raised a fantastic £400 for the Priscilla Bacon Lodge Support Group. Neil Gregory - Corporate Para planner |
| After a much scaled down event, we managed to still raise a fantastic £1,600 for our two charities - The Priscilla Bacon Lodge Support Group and the Children's Variety Club. Thank you to all that took part and contributed towards this fantastic sum. It's a true testimony to your generosity as times are hard for many as we appreciate. |
| 
After many, many months of training, both Mark Ring and Neil Gregory of KT Financial Services have secured places at this year’s London Marathon on the 26th April. Mark will again be raising money in aid Macmillan Cancer Support – to add to his huge total of almost £5,000 and Neil is directing the monies he raises to the Priscilla Bacon Lodge Support Group in Norwich. Again, we are very proud of both Mark and Neil and would like to thank everyone that has supported them. We wish them lots of luck and will keep our fingers crossed that they beat their joint goal of 4 hours. |
| Thank you too all that attended our much scaled down event on the 25th October. Hopefully we have raised lots of money for our three very deserving charities. Watch this space for more details! |
|  After 4 hard months of training, Mark completed the 2008 Berlin Marathon on 28th September, in aid Macmillan Cancer Support, in a time of 4 hours, 8 minutes and 10 seconds!
We are very proud of Mark and his efforts have raised an ENORMOUS £4,750 for Macmillan and still counting! This is far more than expected and Mark would like to thank everyone that supported him. Mark has until the end of November to collect any final donations and so if you would like to show you support but have been unable so far, please follow the attached link www.justgiving.com/markring-berlin2008. If this wasn't enough, Mark has also just heard that he has been lucky enough to gain a place in the 2009 Flora London Marathon (on 26 April) and hopes to beat the 4 hour mark. |
| Much Loved and Respected Colleague Peter Morrissey Retires | |
|
| After more than 40 years within the industry, Peter Morrissey is retiring on the 29th May. Peter joined KT Financial in 2001 as a Private Client Adviser, specialising in advising clients on investment matters. Before joining KT Financial, Peter was a senior manager with a major bank where he was responsible for portfolios and trusts valued at more than £200 million.  He will be greatly missed by all staff at KT Financial Services and the many clients that he has so diligently served. Mark Ring, a Director at KT Financial Services comments, 'I hope that Peter enjoys a long and happy retirement playing and watching cricket as often as he can. It's been a pleasure to know and work with Peter since my move across from Larking Gowen in 2005.' The company's Managing Director Andy Mulligan added, 'I will miss Peter greatly having worked with him for over 20 years. I hope that he can find something to fill his time and that he plays as much cricket as he can get away with!' |
| Happy Birthday KT Financial Services | |
|
| We can't believe that it's been three years now since the successful merger of KT Financial Services and Larking Gowen Financial Services. Since the merger in May 2005, the team has grown from strength to strength and now has twelve advisors, half of which are female. We would like to take the opportunity to thank our clients past and present for the continued success of KT Financial Services and look forward to working together in the future. |
| The team from KT Financial Services had the pleasure of handing over a cheque for £6,000 to Malcolm Fuller, Treasurer of the Priscilla Bacon Lodge Support Group, following the successful 5K fun run in November last year. Monies are still being collected and plans for this year’s event are well underway. Anyone wishing to be involved with this years event can contact Frances Kemp in the first instance either by calling 01603 661156 or emailing frances.kemp@ktfinancial.co.uk Pictured below from left to right, Frances Kemp, Mark Ring, Malcolm Fuller, Andy Mulligan, Neil Davies and Nicole Cole. 
|
| Andy Mulligan - My Beautiful Wrap
From my point of view, wraps are a necessity, both for me as an IFA and also as a consumer. Quite simply, they allow complete control. I have personally enjoyed excellent returns over the last few years with my own pensions run within a wrap. Once you have experienced what can be achieved by applying focus with regard to fund selection, not to mention the ability to act quickly when it seems that markets are likely to become unfriendly, it would be churlish to practice one approach for yourself and a different one for your clients.
So, about five years ago, I started to preach what I practiced. As a result, a large proportion of my appropriate clients have, by and large, moved over to holding their invested assets in this way. With the advent of portfolio moulding tools and also the portfolio reporting abilities available from the better wraps, it has moved the concept of obtaining achievements for your clients to a different level. The power of fund selection - holding the right funds rather than some funds in roughly the right area or sector - has made considerable differences to the performances of clients' Peps, Isas, bonds and pensions. The improved performance, versus their equivalent a few years ago, has brought clients closer. It has made them wiser. They read more about what might affect their beloved investments and they question and discuss them constantly.
Email has certainly brought regular client contact to a new level. When this is used as means of contact by a client to pass on instructions, it provides a very efficient way of controlling and protecting their investments when combined with the flexibilities of the wrap approach. Having experienced the market downs and subsequent recoveries of May 13 to 17, 2006 and February 26 and 27, 2007, I was already well aware of how fast things can change in the world of funds. I was already of the opinion that things would be heading for an upheaval at some point. The financial information around could not be ignored, so I contacted my clients by email and pointed out the imminent holiday I was due to take in two weeks, July 27 to August 12. All moved to a less risky status with their funds. This was completed as I took off for sunnier climes.
My return to Blighty was with a happy heart as I received emailed thanks and congratulations from my clients. The power of bulk switching tools, portfolio building tools, proper analysis tools and the sheer choice of the right funds in the right sectors means that there is no excuse not to provide the best service you can to your clients. It breeds loyalty and regular new business from them, not to mention a nice warm feeling inside for doing your job well.
Andy Mulligan is managing director of KT Financial Services Source: Money Marketing |
|
|
|