Latest News - Bhavna Koli
London IFA launches manifesto to end 'sales-led' wealth culture
London-based financial adviser Anna Sofat has launched a manifesto that hopes to change the culture of wealth in the UKBy Bhavna Koli - 08 March 2019, 08:54
'The guidelines are a tad flexible': nine IFAs on ESG challenges
In a recent set of conversations about ESG investing, IFAs opened up to us about the challenges they face concerning ethical funds
IFA millionaires: how 8 next-gen advisers would invest £1m
What would you do if you had a sudden windfall of £1 million? These young leaders in the advice profession think they know
Pension Wise to chartered planner: one IFA's inside story
Dart Capital's Kirsty Stone is on a mission to impart financial education far and wide
Foster Denovo eyes 2021 IPO as acquisition spree starts
More than a decade on from acquiring Capital Partners, Foster Denovo is looking to grow once again
Transfers from Aviva's pension scheme make waves in Norwich
With a huge base in the city, one of the largest general insurers in the UK, Aviva has given rise to many IFA firms in the Norwich area
How auto-enrolment turned one IFA into a regional giant
Alan Boswell Financial Planners, in Norwich, has become one of the largest regional financial advisers in the UK.
Five Bristol IFAs give us the lowdown on their city
Bristol is a beautiful city, full of art, culture and - in case you were not aware - great financial planning firms.
Tech boom gives Reading advisers a boost
Reading has made the most of its links to the capital, incubating a thriving business district, specialising in technology, while also playing host to one of the UK’s largest advice businesses.
Postcards from Birmingham: our visit to six Brummie businesses
The On the Road team travels to UK's second city to hear about its thriving finance scene.