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Chartered Centenary Conference 2012

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Congratulations to the following members for achieving chartered status throughout Dec 2011

Mr Peter Fenton APFS - BOSIS - Chartered Financial Planner
Mr Steven Walker APFS - Clarion PLC - Chartered Financial Planner
Mrs Sarah Thomas AFPFS - Greystone Financial Services - Chartered Financial Planner
Miss Susan Reid ACII - Cunningham Lindsey - Chartered Insurance Practitioner
Miss Hannah Ryan ACII - RSA - Chartered Insurer
Mr Matthew Birch APFS - AWD Chase de vere - Chartered Financial Planner
Miss Joanne Taylor ACII - The Bollington Group Ltd - Chartered Insurance Broker
Mr Lucas Jones APFS - Honister Capital - Chartered Financial Planner
Mr llya Vekstein APFS - Sesame Bankhall Group - Chartered Financial Planner
Mr Simon Ryan ACII - The Bollington Group Ltd - Chartered Insurance Broker
Miss Adele Ravenscroft APFS - Broadstone Pensions & Investments - Chartered Financial Planner
Mr Ross Brown APFS - Avidus Scott & Lang Co Ltd - Chartered Financial Planner
Miss Kelly Nadin ACII - The Bollington Group - Chartered Insurance Broker
Mr Jonathan Ashworth ACII - Horwich Farelly - Chartered Insurance Practitioner
Mr Andrew Ramsden APFS - Coutts & Co - Chartered Financial Planner


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Captive in the Isle of Man 30.11.11 lecture slides

If you missed the 'Captive in the Isle of Man' lecture on the 30th November 2011, or would like to view the slides again please click 'download'.


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Chartered Firms in and around Manchester

Chartered Status is the Ultimate symbol of trust for Insurance and Financial Planning

Firms with Chartered Status;

Chartered Insurance Brokers:
D Barnett (Brokers) Ltd, Barnett House, Viking St, Bolton, BL3 2RR
Reich Insurance Brokers, Medal House, 197 Chapel Street, Manchester, M3 5EQ
Bridge Insurance Brokers Ltd, Cobac House, 14-16 Charlotte Street, Manchester, M1 4FL
Hine Insurance Brokers Ltd, 79-81 School Lane Didsbury, Manchester M20 6WN
Caunce O'Hara and Company Ltd, City Wharf, New Bailey Street, Salford, Lancashire, M3 5ER
Stanmore Insurance Brokers Ltd, 30 High Street, Little Lever Bolton, Lancs, BL3 1NB
Alec Finch & Company Limited, Sussex House, 83-85 Mosley Street, Manchester, M2 3LG
 

Chartered Financial Planners;
Greystone Financial Services Ltd, Foundation House, Scott Drive, Altrincham, Cheshire WA15 8AB
Sigma 360 Wealth Management Limited, 5 Royal Court, Tatton Street, Knutsford, Cheshire, WA16 6EN
Brookfield Financial Planning, 411-413 Stockport Road, Timperley, Altrincham Cheshire, WA15 7XR
Walker Woodhead Financial Planning Limited, DTE House, Hollins Mount Bury, BL9 8AT
LJ Financial Planning Limited, Gilbert, Wakefield House, 67 Bewsey Street, Warrington, WA2 7JQ
Atherton Thind Limited, 1 Park Road, Nantwich Cheshire, CW5 7AQ
Williams Birley Wealth Management LLP, 6 Nicholas Street, Chester Cheshire CH1 2NX
David Cope & Partners Limited, St John Chambers, 2 St John Street, Manchester, M3 4DA
Prolific Financial Services Ltd, The Brew House, Wilderspool Park, Warrington, Cheshire, WA4 6HL
Pro Sport Wealth Management LLP, Investment House, Bolton Road, Bradshaw Bolton, BL2 3EU
MGP (Employee Benefits) Limited, The Bank 209 Every Street, Manchester M4 7EX
Optimas Wealth Planners Ltd, Windsor Court, 103 King Street, Knutsford WA16 6EQ
Mottram Financial Services Ltd, PO Box 393 Hyde Cheshire, SK14 9BG
GP Financial Services Ltd, Unit B16 Genesis Centre, Science Park, Birchwood, Warringon, WA3 7BH
Lift Financial Limited, Lindley Court Scott Drive, Altrincham Cheshire, WA15 8AB
MGP Investment Management LLP, Suite B Castle Quay, Castlefield Manchester, M15 4NJ
Braemar Wealth Management (NW) Limited. 95a Wood Lane, Timperley Altrincham, Cheshire, WA15 7PG
WB Financial Management Ltd, 207 Knutsford, Warrington, Cheshire, WA4 2QL
Concerva Limited, Barnfield House, The Approach, Manchester, M3 7BX
RW Harris Ltd, 21 Registry Close, Kingsmead Northwich, Cheshire, CW9 8UZ
Trusted Planning LLP, 12 Wilkinson Street, Sale, Cheshire, M33 3HW
Whitehead Group Limited, Whitehead House, Pacific Road, Altrincham, Cheshire, WA14 5BJ
Leedham independent Financial Advisers Ltd, Stafford House, 23 Chorley Old Road Bolton BL1 3AD
Gresham Wealth Management LLP, 2nd Floor, Stamford House, Northenden Road, Sale Cheshire, M33 2DH

If you would like further information on Chartered Status please click here


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Congratulations to the following Members for achieving Chartered status throughout November 2011

The Insurance Institute of Manchester would like to congratulate it's following members on achieving chartered status throughout November 2011:

Name: Mr Stuart Johnson ACII, APFS Company: Medical Money Management Status: Chartered Financial Planner

Name: Mr Mark Livesey ACII, APFS Company: Prest Financial Services Ltd Status: Chartered Financial Planner

Name: Mr Timothy Johnson ACII Company: Payment Shield Ltd Status: Chartered Insurance Broker

Name: Mr Frank Brett, Cert CII, APFS Company: Jepson Brett Status: Chartered Financial Planner

Name: Mr Steven Lewis ACII Company: Blackfriars Insurance Brokers Ltd Status: Chartered Insurance Broker
 


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"How to achieve more" - Lunchtime Lecture Slide 19.10.2011

Presented by: Chris Cooper

If you missed the lecture or would like to view the slides again please click "DOWNLOAD"


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North West Regional Newsletter Autumn 2011

The Autumn Edition of The Network is now available to download.


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2011 Manchester Insurance Award Winners Revealed

The 2011 Manchester Insurance Award Winners were revealed on Friday in a lunchtime ceremony at the Lowry Hotel.

Marsh won the Claims Initiative of the Year Award

Calm Minds won the Underwriting Initiative of the Year Award

Ecclesiastical won the Training and Development Award for a second year

Kindertons won Service Provider of the Year

Caunce O'Hara won the General Broker of the Year Award for a third time

Chubb won the President's Award - Unsung Heroes


For further details please contact Gareth Jones, Area Marketing Manager, CII at gareth.jones@cii.co.uk or 07501 257 153

 


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Finalists Announced! Manchester Insurance Awards 2011

 

The shortlist for the 2011 Manchester Insurance Awards has been announced.
 
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Finalists - General Broker of the Year Award sponsored by Ink Underwriting
 
-  Lymm Insurance Brokers
 
-  Hine Insurance Brokers
 
-  Caunce O'Hara
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Finalists -  Training and Development Award sponsored by Hays Recruitment
 
-  Chubb
 
-  Ecclesiastical
 
-  RSA
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Finalists - Service Provider of the Year Award sponsored by DAS
 
-  Plexus Law
 
-  Kindertons
 
-  Ignition Risk Management
 
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Finalists - Claims Initiative of the Year Award sponsored by Legal Costs Negotiators Ltd
 
-  Merlin Claims
 
-  Co-operative Financial Services
 
-  Ecclesiastical
 
-  Marsh 
 
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Finalists - Underwriting Initiative of the Year Award sponsored by Wilsons Insurance
 
-  Brit Insurance
 
-  Calm Minds Insurance
 
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Finalists - President's Award - Unsung Heroes

- Aviva
- Barlow Lyde & Gilbert
- Jon Clark (RBS Insurance)
- Chubb Insurance Company
 


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Ethics in Surveillance - Lunchtime Lecture Slides 14.09.2011

Presented by: Will Gaskell - Robertson & Co.

If you missed the lecture or would like to view the slides again please click 'Download'


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Manchester Liability Society now free to CII members

The Manchester Liability Society Announcement
 
It's now three years since The Manchester Liability Society became affiliated to the IIM. The society has continued to operate independently up until now, raising it's own finance through membership subscriptions to pay for room hire etc.
 
Going forward the IIM has agreed to fund the Society thereby removing the need for separate subscriptions.


All lectures will now be open free of charge to CII members

Chairman of the Liability Society John Lindsay comments "This is a massive step forward for the Society which will ensure it's continued viability and will attract even more people to attend. We've again got the makings of an exciting programme for next season details of which can be found on the institute website. 
 
Very many thanks to all our members who have supported us over many years and have enabled the Society to remain in business and we look forward to seeing you all again during the forthcoming season"
 


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