Int Advisers And Wealth Mgr
Profile: JM Finn on why the future is with financial planners
There is a lot of work on pension consolidation and Sipps have been a big driver there, says JM Finn chief executive
Adviser Profile: Helen Howcroft of Equanimity IFA
Helen Howcroft says going solo at Equanimity IFA was a huge learning curve. But possessing a strong work ethic and having overcome an acrimonious divorce, she is perfectly placed to advise her client bank
Adviser Workshop: How protection can improve advice
Alistair Cunningham and Natalie Wright explain why having sufficient protection can help protect a client's cashflow plan.
Profile: RC Brown's father and son team on generational change
‘I only go to the office once or twice a week now,’ says RC Brown founder and chair Bob Brown.
Profile: Kleinwort Hambros' boss on how to manage five banks
Welding together Kleinwort and Hambros – two of Britain’s most historic banks, founded in 1786 and 1839 respectively – was always going to be a challenge.
Adviser Profile: Andy Springford and Natalie Wright of Mazars
Andy Springford and Natalie Wright personify the high standards expected of young advisers at Mazars Financial Planning, as the future-facing firm looks to achieve revenue of £20 million by 2021
Profile: Sanlam's south west boss on the foundations of vertical integration
Since Finnigan joined the company via Sanlam’s purchase of Principal Investment Management just over nine years ago, the office which would become the core of the group’s south west team has more than doubled
Adviser Profile: Jason McGuigan of Critchleys
Jason McGuigan has gone through the gears since joining Critchleys 20 years ago. The recently appointed chief executive explains why he decided to take the firm down a new track, by going restricted.
Profile: Thomas Miller explains its post-restructure plans
Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things
Adviser Profile: Paul Hayden Jones and Graham Kilkelly of Hayden Kilkelly
Paul Hayden Jones and Graham Kilkelly are taking clients on a journey through time at Hayden Kilkelly, in a bid to explore deeper dimensions of planning