Clive Holmes
   HOME

TheInfoList



OR:

Clive Jefferson Holmes (born August 1939) was the founder of the Life Insurance Association and the co-founder of the ''Institute of Financial Planning''


Career

Holmes entered the financial services business in 1964 at a west London firm of insurance brokers. In 1966 he joined Abbey Life where he spent twenty years as a salesman and manager. He has cited seeing
Ben Feldman Ben Feldman (born May 27, 1980) is an American actor and producer. Throughout his career, Feldman has undertaken roles on stage, including the Broadway play ''The Graduate'' along with more prominent roles in television series such as his role ...
speak at the 1971
Million Dollar Round Table The Million Dollar Round Table (MDRT) is a trade association formed in 1927 to help Insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial product ...
conference as a key event in his life. In 1972 he founded the Life Insurance Association and in 1987 he was the co-founder of the ''Institute of Financial Planning''. In 2001 Holmes was appointed a non-executive director of Clifford Lockyer's now defunct Berkeley Berry Birch (BBB) but resigned shortly thereafter citing problems to do with his residency in the Republic of Ireland."Consultant defends his sales tactics" by Paul McMillan
in Money Marketing, 16 March 2006. Retrieved 23 November 2011.
The failure of BBB was partly attributed to problems with their regulator, the
Financial Services Authority The Financial Services Authority (FSA) was a quasi-judicial body accountable for the financial regulation, regulation of the financial services industry in the United Kingdom between 2001 and 2013. It was founded as the Securities and Investmen ...
, arising from training of the BBB salesforce carried out by Holmes. BBB was publicly censured by the FSA over the misselling of whole of life policies and regular savings plans between 2001 and 2004. Holmes roundly denied that his training was the cause of misselling problems at BBB, citing compliance problems as the cause instead. More recently Holmes was chairman of ''The Gateway Consortium Limited'' (Reg. No. 05001345), a company which was placed in
liquidation Liquidation is the process in accounting by which a company is brought to an end in Canada, United Kingdom, United States, Ireland, Australia, New Zealand, Italy, and many other countries. The assets and property of the company are redistrib ...
in 2011 after an unexpected VAT bill for £400,000 on commission it received for the marketing of unregulated collective investment schemes (UCIS) to financial advisers."Gateway sunk by £400k VAT bill for Ucis commission" by Iain Martin.
New Model Adviser, 30 March 2011. Retrieved 24 November 2011.


Outside business

Holmes is a trainer and master practitioner of
Neuro Linguistic Programming Neuro-linguistic programming (NLP) is a pseudoscientific approach to communication, personal development and psychotherapy, that first appeared in Richard Bandler and John Grinder's 1975 book ''The Structure of Magic I''. NLP claims that ther ...
. In 2006 he graduated from the Open University with a degree in history and has embarked on a PhD."Face to Face: with Clive Holmes of Gateway Consortium" by Gavin Lumsden
New Model Adviser, 16 November 2006. Retrieved 24 November 2011.
He lives in Ireland at Comeragh House, Mahon Bridge, County Waterford, former home of explorer John Palliser.


References


External links

*.
Picture of Clive Holmes.St. Pancras Champagne Bar Sells Krug 1949 Bottle for $5,567.
{{DEFAULTSORT:Holmes, Clive Living people Alumni of the Open University 1939 births English businesspeople British businesspeople in insurance