Advice: Adviser Profiles
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Breakfast Club: From offshore oil worker to running an advice firm
Jennifer Ellis runs Wellington Wealth alongside sister Nicola Ellis, emphasising the importance of family and client service
By Bhavna Koli - 18 April 2019, 13:23 -
Profile: Angus Jones of Clarity
Pilot Angus Jones is using the mathematical brains at Clarity to develop technology he hopes will disrupt the platform and planning worlds
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Adviser profile: Ruth Sturkey and Barry Horner of Paradigm Norton
Ruth Sturkey and Barry Horner have joined forces to create a financial planning powerhouse at Paradigm Norton that has talented graduates queueing around the corner
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Women advisers outperform in top qualifications
Female financial planners will have beaten the gender divide at this years' graduation ceremonies for top financial advice qualifications
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Kitces: try charging a percentage of income for advice
Author and speaker Michael Kitces speaks to New Model Adviser about the new business models he hopes will secure the future of financial planning firms
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Citywire 20: How to build a financial planning firm from scratch
In our latest interview to mark Citywire's 20th birthday we speak to Acumen Financial Planning managing director Sandy Robertson about his journey from starting a financial planning firm to winning the New Model Adviser® award for Scotland
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Citywire 20: ‘I would do other kids’ maths homework for 50p’
Alasdair Walker tells us about his money spinning school days and how he was always destined to be a financial adviser
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Citywire 20: 'I learned to be an adviser with an aerobics instructor'
Darren Lloyd Thomas of Thomas and Thomas shares his memories from the past two decades.
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Profile: Kevin Forbes of Strategic Solutions
Strategic Solutions principal Kevin Forbes says financial advisers need to spend less time moaning about the regulator and more time working harder for the community they serve
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Fresh Face: RDR inspired London IFA to join profession
David Murphy, financial planner at London-based Cavendish Medical, says his idea of a post-exam celebration is taking thrill-seeking adventures across the world
