Janet Davies, managing director of Symponia:

Beginning her 15-year career in financial services as a direct sales adviser for PPP Lifetime Care in 1992, Janet became a specialist IFA in the field of care fees planning in 1999. She became head of care fees planning at Warwick Butchart in 2003. She established her own care fees planning specialist business, Symponia, in January 2005.

About Symponia.co.uk:

We firmly believe that you and your family deserve the best possible independent financial advice. Symponia was established to fulfil that very statement; we have brought together some of the best and most caring advisers from across the whole of the United Kingdom to form the unified, national umbrella body known as Symponia.

Set up by husband and wife team, Jeremy & Janet Davies, Symponia is very much a family company formed on an overriding foundation of traditional values and the real wish to help people at, what can be, a very difficult and highly emotional time.

The emphasis of all our Symponia members is very much on respect and care, with the fundamental objective of enabling people to choose where they are cared for, with the peace of mind that they will be able to meet rising care costs indefinitely; whether care is needed now, or at an unknown time in the future.

We are extremely conscious that sorting out the immediate or potential future care fees can be difficult, emotive and stressful, and as a result we each aim to make the process as easy and straightforward as possible.

Find out more about Symponia.co.uk:.

Tools

Best-buy tables

Compare and buy

Latest prices

Free brochures

Company portfolio

IFA search

Share Search FTSE 100 Price: 6256.80 Change: 0.59%

Search for a company by:

Name

Epic (ticker):

Index:

Sector:

Q&A forum

The limitations of nominees 8 August 2008 [0 comments]

Having read various pieces in your magazine at different times regarding the merits and demerits of certificated and nominee share dealing, it seems to me that certain advantages of holding certificates have been missed.
Indeed, I recently attended an Alliance Trust Roadshow and sat on a ‘shareholder club’ discussion group, where I was amazed to find, among a fairly sophisticated bunch of investors, such a lack of appreciation as to the shareholder rights one loses with a nominee account.
As an extra thread, I also recently attended the AGM of an investment trust in Edinburgh. As a trustee to my grandchildren’s funds, my name was missing from the list at reception. I was told that I was welcome to the meeting as long as I didn’t participate in the voting.
I was further informed that had I informed the plan managers of the trusts beforehand, I could have voted. It occurred to me that nominee shareholders may well find that if they feel strongly about an issue, they might be able to exercise their voting rights in a similar way. I would be interested in your panel’s thoughts on this subject.
Bev Wilkinson
via email