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Leading lights: 15 women cover stars from the last year

As the World celebrates International Women's Day 2018, we take a look back from the last 12 months to profile all the female advisers from our cover.

23 February 2018

Tamsin Caine

Firm: Smart Financial 

Location: Altrincham

They say: 'I found that new process difficult as I kept lapsing into the problem-solving habit. Everyone has a trigger for seeking advice, but that might not be the deeper issue bothering them. So I had to learn instead to listen, be in the moment and not preplan the next question. It took numerous horrific roleplays [...] and practicing with anyone I could.'

 

Top tip: ensure your values flow through all aspects of your business.

23 February 2018

Tamsin Caine

Firm: Smart Financial 

Location: Altrincham

They say: 'I found that new process difficult as I kept lapsing into the problem-solving habit. Everyone has a trigger for seeking advice, but that might not be the deeper issue bothering them. So I had to learn instead to listen, be in the moment and not preplan the next question. It took numerous horrific roleplays [...] and practicing with anyone I could.'

 

Top tip: ensure your values flow through all aspects of your business.

2 February 2018

Gaynor Rigby

Firm: Equilibrium Asset Management

Location: Manchester

They say: 'Working with the person you are married to is exciting.'

Top tip: If you want to grow your business you are going to need to make some big, ballsy moves. It will be scary.

26 January 2018

Carolyn Gowen

Firm: Bloomsbury Wealth

Location: London

They say: 'Managing a business is not sexy, it's not exciting, most of it is bloody dull and dealing with employees is difficult.'

Top tip: you have two ears and one mouth: use them in that proportion.

 

1 December 2017

Helen Howcroft

Firm: Equanimity IFA

Location: London

They say: ‘I was the only female among a team of male consultants but we looked after each other. It was a work hard, play hard kind of environment.’

Top tip: Do not underestimate the amount of time and effort it will take to establish a business.

22 November 2017

Natalie Wright 

Firm: Mazars Financial Planning

Location: London

They say: 'In the wider profession, women still struggle to get the same opportunities. I experienced discrimination earlier in my career in terms of speed of progression compared with others. But it made me even more determined to work harder for myself. I wanted to find a positive rather than be downtrodden by it.'

Top tip: Technology will be the biggest disruption in our profession but change equals opportunity: evolve and embrace it.

27 October 2017

Cath Bowden

Firm: Truly Independent

Location: Sutton Coldfield 

They say: 'One big challenge is that it is harder to recruit than it used to be; there are fewer advisers in the market and we are looking for the best. But when we hold our twice-yearly meetings with a roomful of advisers, it is brilliant to see that we are moving in the right direction.’

Top tip: Start with the end in mind. Everything you do should contribute to building the most efficient business possible, creating a firm others would want to buy.

4 August 2017

Julia Parsons

Firm: Kreston Reeves

Location: London

They say: ‘I see it at conferences and the whole boozy bar culture is horrid, intimidating, and the reason not many women are there.'

Top tip: Be human. Enjoy helping clients and each other succeed and making a positive impact.

14 July 2017

Ailsa Brown

Firm: Gilliland Neilson Brown

Location: Glasgow

They say: 'If we don’t have happy clients we don’t have a business.'

Top tip: Employ people with a variety of skills – not clones of yourself.

26 May 2017

Keri Carter

Firm: Broadway Financial Planning

Location: Broadway

They say: 'The main thing that helped me win [the CFP professional of the year award] was being passionate about financial planning, getting involved and giving my time voluntarily for the benefit of the profession.'

Top tip: Avoid commercial loneliness – build a network of supporters.

21 April 2017

Saran Allot-Davey

Firm: Heron House Financial Management

Location: Newport

They say: 'The profession is too fragmented, so we need to stop being competitive and all come together to represent good financial planning.'

Top tip: Always put clients’ interest first. Do not raise fees just because they trust you.

13 April 2017

Jeannie Boyle

Firm: EQ Investors

Location: London

They say: 'We want people who can think for themselves, rather than people who need to be told what to do. Management is here to guide and develop, rather than to monitor and check.'

Top tip: Get out and about. Do not stay in your comfort zone.

10 April 2017

Lisa Hardman 

Firm: Investing Ethically

Location: Norwich

They say: 'Structures can be complex and untested. But such investments have to start somewhere to become mainstream. So we explain to clients that they must be able to write the money off.'

Top tip: Invest in yourself, your business and your staff

31 March 2017

Nicola and Jennifer Ellis

Firm: Wellington Wealth

Location: Glasgow

They say: 'In every job that must be done, there is an element of fun.'

Top tip: Every pound paid in fees is a pound less return for clients.

8 March 2017

Olivia Bowen

Firm: Castlefield

Location: Manchester

They say: ‘There’s no reason not to do ethical investment, and it can give you a unique selling point. Clients will be more loyal, and it’s a good way of building rapport, because you’re sharing similar concerns.’

Top tip: Do not be afraid to challenge the status quo.

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