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Article last updated: Feb 3, 2010
Derek Bradley, CEO
Derek Bradley is the founder and ceo of PanaceaIFA.
After an early career at Lloyd’s of London, he went on to learn about the importance of customer service, working for BOAC, the forerunner of British Airways, something further reinforced during his time as a broker consultant at Scottish Equitable.
Derek went on to set up his own successful IFA business which he ran for 18 years before selling it in late 2006.
Derek spotted an altruistic opportunity to provide a better service to directly authorised IFAs and in 2007 PanaceaIFA was born.
Born: Southend on Sea
Lives: Southern Spain
Likes: Swimming, Sailing, Skiing, Cycling, being creative, standing up for those who have no voice, reading and writing
Dislikes: The words ‘no’ and ‘can’t’!
Books: History and biographies- latest read Keith Richards
Film: Apocalypse Now
Album: Tom Petty & The Heartbreakers Anthology
Career Ambition- Create a legacy for the industry with PanaceaIFA
Life ambition- To keep healthy and creative
Sarah Paul, Marketing Director
Sarah is responsible for the development and implementation of the marketing and communications strategy for PanaceaIFA and its eBusiness proposition.
She joined PanaceaIFA from MetLife where she was Marketing Manager. During her 13 years’ within the financial services industry, she has also held marketing and eBusiness roles at Hartford Life Limited, RBS Insurance and Merrill Lynch.
Born: London
Lives: Essex
Likes: Gardening, baking, travelling, walking my two Labradors and list writing!
Dislikes: Rudeness, rules without logic, inconsistency, cucumber
Books: Bella Mafia by Lynda La Plante
Film: Shawshank Redemption or The Usual Suspects
Album: Forty Licks by Rolling Stones or Innocent Man by Billy Joel
Career ambition: To grow the PanaceaIFA brand to become the website of choice of directly regulated IFA’s
Life ambition: To visit as much of the planet as possible
James Bradley, Head of e-Relationships
James is responsible for managing the day to day relationships with our partner firms as well as working on updating partner site content and bulletin publishing.
He joined PanaceaIFA from Microsoft where he was a European Financial Analyst. Prior to that he has held similar positions with Hewlett Packard, Sony, and Mercedes Benz. His experience gained in the IT industry is being put to good use as PanaceaIFA grows.
Born: Reading
Lives: Wokingham
Likes: Swimming, working out
Dislikes: Eggs
Books: Autobiographies
Film: Apollo 13
Album: Paul Simon Gracelands
Career Ambition: To see PanaceaIFA become the best it can be
Life ambition: Travel as much as I can and have more passport stamps than Sarah
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Comments
In addition they are asking for copies of client terms of business for erach of these periods including text setting out how my firm is paid for advice given to clients. For each period I am expected to provide correspondence and contracts which I wrote for the first three personal pensions sold in that calendar year.. Finally they require that I send them a typical letter which I would send to a client with any annual pension review.
Who are these people and do they really have the power to demand such detailed and difficult to find information. What is the point of the last 10 years or so when we all were required to provide this info to various organasations such as the FSA. Where does RDR fit into this ridiculous demand. I have decided not to comply with their demand and will no doubt find myself in court fighting some poncy little jobsworth who is backed by an act of parliament that I have never heard of.
By the way we are not estate agents and do not deal in mortgages.
Can anyone shed some light on this?
I think that you are right and should not respond and refer them to your regulator, the FSA, for wasting your time.
If this is in regard to a Complaint, they should make that clear and should understand that the FOS deals with complaints against regulated firms not Consumer Focus.