Latest News - Leanne Dooley
Spring snaps: more pics from our visits to advice firms
Check out the latest load of pics from our travels around the UK visiting advisers, from April to June 2017.
Adviser Profile: Paul Annys of Qi Financial Solutions
Rugby coach Paul Annys has avoided any rucks since taking over at Qi Financial Solutions, despite the former owner still being around. Now he is stamping his mark on the firm, appealing to the next generation of clients with his sense of fun.
Adviser Profile: Julian Gilbert of Wealth Matters
Julian Gilbert’s ambitious plans for Wealth Matters were turned upside down when he was diagnosed with throat cancer in January, however, having received the all clear, he now sees life in a completely different light
Regional insight: Tyne for opportunities in Newcastle
Leanne Dooley looks at the opportunities for advisers based in Newcastle.
Adviser Profile: Austyn Smith of Austyn Smith Associates
Candid about the personal trauma he has suffered, Austyn Smith offers an enlightened outlook on advice, which has led to him adopting a consultative approach at Austyn Smith Associates.
View from the top: Hamilton-Hunt hits the heights at Punter Southall
John Hamilton-Hunt of London-based Punter Southall Financial Management sets out his tips for running a business.
View from the top: David Ellis of Gibbs Denley Financial Services
David Ellis of Cambridgeshire-based Gibbs Denley Financial Services explains how a diligent approach to acquisitions has helped the firm.
Regional insight: Foxes feelgood factor buoys Leicestershire advisers
Leicester City's Premier League title win last year has helped contribute to a feelgood factor in the city's advice firms.
View from the top: Eye for acquisitions aids Ames at Cathedral
Emma Ames began working in administration at the age of 16. Little did she know her organisational skills would become the driving force behind a leading IFA practice that now has £300 million in assets.
Adviser Profile: Raj Shah of Blue Wealth Capital
Raj Shah has developed a taste for life planning at Blue Wealth Capital, using flat fees to reach a diverse market, from families to entrepreneurs
‘I couldn’t define it’: We quizzed City workers on guidance vs advice
We took a camera to the streets to ask City workers whether they understand the difference between financial advice and financial guidance. The results speak for themselves.
We asked City workers about their pensions (and got surprising answers)
In pursuit of answers, Ollie Smith and Citywire video producer Elliot Vick hit the streets around St Paul's to find out exactly how much City workers know about their pension savings.
How 23 advice firms charge their clients
We have compiled the fee structures of this year's New Model Adviser® cover star firms.