Latest News - Bhavna Koli - Page 2
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.By Bhavna Koli - 06 November 2018, 11:23
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.
Breakfast Club: New hires take Daems' Cervello to the next level
Values matter for family man Chris Daems, managing director of Essex-based Cervello Financial Planning.
Liverpool's leading lights: our visit to top Merseyside advisers
We visited Liverpool to see how advisers in the North West city are running their businesses in the shadow of two football teams, the Albert Docks and the Beatles.
View From The Top: Redhead reveals plans for Wealth Solutions
We catch up with Wealth Solutions managing director Simon Redhead as the firm celebrates its 10th anniversary.
Regional Insight: West London offers residential rewards to IFAs
‘There is a lot of wealth around here. The gentrification has expanded quite a bit to cover Brentford, Hanwell and Acton.’
Roadtrip! Check out what our readers got up to in June
The New Model Adviser® audience development team has been travelling the breadth of the UK catching up with all the goings on in the financial planning profession.
After ditching A-levels for diploma 20 yr old Curd targets chartered
Charlotte Curd left school for an apprenticeship instead of finishing her A levels, but already has the diploma and wants to become the youngest ever chartered adviser.
Regional: Aberdeen expansion for Anderson
Phil Anderson Financial Services has hired Peter Brown as a financial adviser.
Regional: Capital gains as London IFA adds Next Gen planners
Two members of the NextGen Planners group have become the latest recruits at London-based Capital Asset Management.