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Eight stories from IFAs around the country

All the latests news from IFAs around the country.

New recruits at Niche IFA

South Wales-based Niche IFA has continued to increase the size and diversity of its team, taking on five new members of staff.

It has acquired four new paraplanners and one new marketing assistant, all under the age of 30.

Director Ray Adams prides his company on its youthfulness and ability to engage with a wide spectrum of clients.

New marketing assistant Rhys Hicks (pictured second from right) says: ‘Knowing Ray's enthusiasm for growing his business and taking on new ideas, joining Niche was an offer I couldn't refuse and a great chance for me to further my career in marketing. I hope I can be part of what will be an ever-growing business with the right objectives in mind for many years to come.’

New recruits at Niche IFA

South Wales-based Niche IFA has continued to increase the size and diversity of its team, taking on five new members of staff.

It has acquired four new paraplanners and one new marketing assistant, all under the age of 30.

Director Ray Adams prides his company on its youthfulness and ability to engage with a wide spectrum of clients.

New marketing assistant Rhys Hicks (pictured second from right) says: ‘Knowing Ray's enthusiasm for growing his business and taking on new ideas, joining Niche was an offer I couldn't refuse and a great chance for me to further my career in marketing. I hope I can be part of what will be an ever-growing business with the right objectives in mind for many years to come.’

Citywire has a new audience development member

Hey! I am Ashley Thomas-Walsh (pictured), the newest member of the New Model Adviser® audience development team.

As a recent business management and finance graduate of Nottingham Trent University, I am keen to continuously develop my knowledge of financial services by working with my peers and networking with fascinating individuals.

I am excited to see what this new role has to offer while exploring not only London and its lifestyle but also different parts of the UK.

Please get in touch with me via email at athomaswalsh@citywire.co.uk or you can find me on twitter: @AWalshCitywire.

Connolly joins McHardy Financial 

Aberdeen-based McHardy Financial has welcomed Martin Connolly (pictured), who has joined from IAS in Glasgow.

Connolly brings with him a wealth of knowledge and experience having worked at Standard Life prior to IAS as a private client adviser, customer development manager and national wealth manager.

He prides himself on building strong client relationships, focusing less on being an expert for hire and much more on being a trusted adviser.

Managing director Andy Kerr says: ‘We are delighted to have attracted an adviser of his calibre to our growing company. He has a proven track record in providing high-level advice.’

PFS Festival selfie

On 7-8 November the Personal Finance Society Festival (PFS) was on the agenda for Ian Horne.

The event was packed with great speakers and thousands of IFAs, making it an ideal event for making and catching up with friends from the profession, as evidenced by Horne’s selfie with Harry Frapple and Paulo Costa from Nexus IFA.

For two days Birmingham’s National Exhibition Centre turned into a financial planning Glastonbury, and it was a real sight to see. Top marks to the PFS for organising such an enjoyable few days.

Rowley Turton is adviser firm of the year finalist

The 2018 Professional Adviser Awards has named Rowley Turton Private Wealth Management, based in Leicester, as a finalist for the 'Adviser Firm of the Year – Midlands & East Anglia' award.

The firm’s response to a challenging case study was assessed by an independent panel of financial experts. This played a key role in reaching the final for the firm and their advice was rated among the best in the region. Award winners will be announced at a black tie event in February 2018.

Director at the firm Scott Gallacher says: ‘Awards such as this are a key part of our marketing strategy, and have been crucial in helping us significantly grow our business over the past few years. It’s an incredibly easy way for potential clients to identify those adviser firms they might want to work with.’

A Panoramic view of millennials

Ross Jefferies and Rob Horsfall-Turner of Panoramic Wealth Management have just hosted their first millennials networking event.

Attendees of the Tunbridge Wells community had a chance to engage with their peers while meeting England Sevens rugby player Will Edwards, the guest speaker for the event.

Trainee financial planner Jefferies says: ‘It’s important not to forget the younger audience in the area, as many may become future clients.’

The hosts are hopeful this will be the first of many events, aiming to ‘fill a void for millennials by providing a hub where we can network, grow our connections and have a drink on us’.

MPA Financial Planning redesigns its website

MPA Financial Management has redesigned its website. 

‘We wanted to refresh our brand and make it look more professional. About a year ago we changed marketing companies meaning we could build this design from scratch,’ says managing director Phil McGovern.

He goes on to explain: ‘The aim is for the website to look consistent with our logo and message to clients, aligning with the professional service MPA provide.

‘Choosing the colours for the new website was challenging but rewarding.’

In Sound health

What is wealth without good health? Over in Plymouth, Sound Financial Management is launching a series of initiatives to help clients improve their quality and length of life.

Starting in 2018, Sound has arranged for personal trainer Paul Shannon to offer one-to-one fitness and nutrition advice, and the firm will arrange morning park runs followed by networking breakfasts.

‘Owners of SMEs put a lot of time and energy into building their business, and this can take a toll on their health and wellbeing,’ says Sound director Stephen Murphy.

Sound is adding health to its annual review agenda, using life expectancy and ‘real age’ predictor software to provide a sense of perspective for its clients.

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