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Adviser Profiles
Read in detail how your peers are running their businesses and coping with the new model transition in our unique weekly profiles.
00:01 | 16 Dec 2008
| By
Michelle McGagh
Alok Dhanda knows times are tough but this has galvanised his enthusiasm for improving Dhanda Financial in Newcastle and he is full of confidence for the financial planning profession’s long-term future.
00:01 | 09 Dec 2008
| By
Mark Battersby
Teacher turned financial planner Christopher Marsham explains how a clear proposition, a regular newspaper column and an empathy with clients have helped make C&M Financial Services a success.
00:01 | 02 Dec 2008
| By
Mark Battersby
Emma and Tim Ames of Cathedral Financial Management have added tremendous value to their business since our last visit but have not lost sight of the importance of looking after both clients and staff in these challenging times, as the featured video clip shows.
00:01 | 25 Nov 2008
| By
Mark Battersby
Since our last visit David Jones has appointed Martin Ruskin as a director and together they have redefined their client profile, overhauled the investment philosophy and mapped out an exit strategy.
00:01 | 18 Nov 2008
| By
Mark Battersby
Relocating to one of London’s most prestigious districts proved a shrewd move for Asquith & Partners. Managing partner Richard Bertin and partner Dominika Sieradzka explain why in the featured video clip.
00:01 | 11 Nov 2008
| By
Mark Battersby
Lee Robertson has overseen the careful evolution of his firm, Investment Quorum, into a fully fledged wealth manager with discretionary management status. This and other developments are adding to his long-term optimism.
00:01 | 04 Nov 2008
| By
Richard Harris
After an inspirational meeting with Julie Lord, Trevor Cowburn of IFA Ltd is working his way towards retirement through a five-year exit plan.
00:01 | 28 Oct 2008
| By
Mark Battersby
When we first profiled Encompass Financial Management in 2006 the five-strong team of co-directors were revelling in the speed at which they had got their business off the ground. The positive story continues – funds under advice have doubled, recurring income is growing, lessons have been learnt and they are all still together!
00:01 | 21 Oct 2008
| By
Mark Battersby
When Nick Lincoln gets an idea into his head he goes for it and even the ongoing credit crunch has not stopped his plans to launch Values to Vision Financial Planning this month.
00:01 | 14 Oct 2008
| By
Mark Battersby
Kevin Gillibrand and Paul Bocking have had some lucky breaks but as they explain in the featured video clip much of Fraser Wealth Management's success is down to their sheer professionalism.
00:01 | 07 Oct 2008
| By
Mark Battersby
Adrian Shandley, founder of Premier Wealth Management, has very clear ideas about what makes a business successful. As he says in the featured video clip, brand building is a key factor.
00:01 | 30 Sep 2008
| By
Mark Battersby
Barry Horner, the IFP’s new president, talks about how he has fine-tuned Paradigm Norton’s client-centred service - see featured video clip.
00:01 | 23 Sep 2008
| By
Tim Cooper
00:01 | 16 Sep 2008
| By
Mark Battersby
Michael McCroddan sold his business to Conforto, a financial planner specialising in elite sports professionals. He is joined in this article by his new boss Andy Sutton and both men talk enthusiastically about the combined business’s future.
00:01 | 09 Sep 2008
| By
Mark Battersby
Julie and Andy Lord are in a sweet spot. They have achieved all they wanted from Cavendish FM including their key goal of selling it to a firm they felt confident could carry on their good work.
00:01 | 03 Sep 2008
| By
Mark Battersby
David Wingar of Future Asset Management talks on camera about how he believes the economic crisis is overdone and his business is staying on track for profit.
00:01 | 19 Aug 2008
| By
Daniel Grote
In the late 1990s Malcolm Coury lost out in a bid to buy a nightclub and returned to what he knew best with the launch of Money Wise in Bath. Ten years on and the company is thriving.
00:01 | 12 Aug 2008
| By
Mark Battersby
David Tyerman, James Goward and Michael Lally explain how Thesis Asset Management has used its law firm parent and a panel of financial planners to provide personalised investment advice to thousands of clients.
00:01 | 05 Aug 2008
| By
Mark Battersby
Neil Shillito and Stephen Girling of SG Wealth Management were blazing a trail for fees when we first profiled them. Three years on and their business has continued to evolve at an impressive pace.
00:01 | 29 Jul 2008
| By
Mark Battersby
WR Financial Management’s forward looking business suits its rapidly changing location which has undergone substantial post-industrial development. Father and daughter Graham and Vicky Laverick explain how their vision and membership of IF Alliance are pushing their niche practice ahead.
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