Buckles

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News Archive

1. 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.
2. 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.
3. 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.
4. 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...
5. 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...
   
6. 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...
   
7. 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...
8. Annual VIP Seminar
   13th November 2007
   
   The third annual Snowdonia Fund VIP Day seminar took place in St. Asaph, on the 12th November 2007...
9. Nominations Continue to Roll in for Buckles
   4th October 2007
   
   Buckles Investment Services has been short listed for two more awards this month...
10. 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...
11. 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...
12. 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... 
13. 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...
14. 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...
15. 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...

16. 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.

17. 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...

18. 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...

19. 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...

20. 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...

21. 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.

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