Advice: Adviser Profiles
-
8
Adviser profile: Jeffrey Deans of Save & Invest
Save & Invest has become an unlikely pioneer having developed technology its directors say makes platforms redundant.
By Natasha Turner - 14 December 2018, 10:48 -
10 top young IFAs explain their favourite planning cases
The application process for our annual Next Gen Top 35 asked Next Gen IFAs to list their favourite financial planning cases for 2018. Here are 10 of our favourites.
-
1
Reaching £100m & launching funds: 10 profile stars' goals for the year
Every time we profile an IFA business, we ask the relevant firm to provide us with a 12-month business goal. Here are ten recent ones.
-
Dragon boats and deserts: how our Top 35 Next Gen IFAs unwind
We asked this year’s Top 35 what they like doing once they have clocked off for the day. Here is what they said.
-
4
Top 100 2018: the 10 firms with the most assets under advice
The amount of money that a business runs can never be the sole factor in determining success or value, but it is a good way of gauging the scale of responsibility advice firms have for clients' money. Here are the top ten from our Top 100 2018.
-
2
Young IFA's firm powers bid to compete at next Olympics
Steeplechase record-holder Jade Williams manages £104 million of assets at JLW Financial Solutions, while also trying to qualify for the 2020 Olympics.
-
1
'You've saved my life': 10 top financial planning cases from 2018
From women of steel to bin bags of paperwork getting the full works, we reveal some of the best financial planning cases from this year's Top 100.
-
Planning plaudits: Check out all the PFS award winners
The Personal Finance Society revealed its 2018 award winners last week. Prizes included best planner, best firm and even best trade publication... Check out this year's financial planning forces.
-
Face To Face: Foster Denovo joins consolidation game
Foster Denovo chief executive Roger Brosch sits down with Will Robins to explain the business's plans for the future.
-
3
The Top 35 Next Generation Advisers 2018
Our list of young financial planners making their mark on the profession returns for a third year.
