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12 Mar, 2008


By Lauren MacGillivray | 09:30:00 | 12 March 2008

Count yourself lucky if you are a financial adviser in the South East being serviced by JPMorgan Asset Management for investment planning.

The company was the only provider to score a perfect five points in the Citywire Service Index launched last week.

'It's due to hard work from the team but also we have a lot of material to support them, such as the quarterly Guide to the Markets,' Mike Parsons, head of UK retail sales said. 'We also take a global strategist to road shows to answer adviser questions.'

JPM finished seventh in the UK overall with a score of 3.17. Sterling ranked first with 3.60, followed by The Hartford with 3.44 and Zurich International with 3.42.

Over 350 financial advisers helped rate provider service levels of insurers, fund managers, banks and wrap providers within six categories: protection, retirement planning (personal and corporate), investment planning, platforms/wraps and mortgages.

Skandia ranked first overall in protection planning and dominated the East of England with 3.79 points, and Wales with 4.0.

The Hartford finished first overall for personal retirement planning and captured London and the Home Countries with a score of 4.5, and Standard Life was best for corporate retirement planning and swept the South East with 3.78. Sterling dominated investment planning and was first in the East of England with 4.38, and in the North with 4.75.

For investment planning with fund managers only, Invesco Perpetual was best overall and swept Scotland and Northern Ireland with 3.5, as well as the South West with 3.82 and Wales with 3.67.

In mortgage planning, Bank of Scotland ranked first overall and won the Midlands with 3.12, and the South East with 4.03.

And for platforms and wraps, Transact was tops and took East of England with 4.25, and London and the Home Countries with 3.67.

       
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