Advice: Adviser Profiles
-
Adviser profile: Holly Heald of Just Financial Planning
Charity work, giving staff flexibility and widening access to advice are some of Holly Heald's priorities
By Francis Blagburn - 21 February 2019, 14:14 -
2
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
-
7
Adviser profile: Jo Little of Emery Little
Jo Little is following in her father's (and grandfather's) footsteps at Emery Little
-
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
-
8
Breakfast club: Why financial planners must speak with one voice
With large consolidators and national firms flexing their muscles, and banks upping their advice offerings, Matthew Parden says IFAs need to get better at showing their value
-
Adviser profile: Gretchen Betts of Magenta Financial Planning
Having helped mould Magenta Financial Planning into an award-winning firm, Gretchen Betts now has plans to rekindle her creative side
-
How Jane Smith’s Watts uses PortfolioMetrix to avoid shoehorning
Client-friendly risk profiling and cashflow modelling compatibility mean discretionary manager PortfolioMetrix ticks all the right boxes for Jane Smith Financial Planning
-
Adviser profile: Nicola Watts of Jane Smith Financial Planning
Jane Smith Financial Planning is a firm with a ‘family feel’. But it is no soft touch when it comes to business knowhow
-
2
Adviser profile: Mark Redman of Gould Financial Planning
Mark Redman is leading a group of young directors who represent the future of Gould Financial Planning.
-
Adviser profile: Jarrovian Wealth
Jarrovian Wealth has laid the foundations for a novel investment proposition and partnership model. It just has to fit the final pieces
