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On the road diary: Summer snaps from visits to IFAs

Snaps from our audience development team's travels to meet advisers between July and September

Newcastle, July 2017

The New Model Adviser® audience development team paired up with our Citywire Wealth Manager sisters for our first joint trip to Newcastle.

Ian and Bhavna met with Ian Lowes, managing director at Lowes Financial Management for a catch up. Lowes was featured on New Model Adviser®'s View from the Top shortly after.

Upon entering the office we were particularly excited by the giant fish tank set into the reception wall. Ian gave us his best ‘here’s one I made earlier’ with a copy of the magazine.

Newcastle, July 2017

The New Model Adviser® audience development team paired up with our Citywire Wealth Manager sisters for our first joint trip to Newcastle.

Ian and Bhavna met with Ian Lowes, managing director at Lowes Financial Management for a catch up. Lowes was featured on New Model Adviser®'s View from the Top shortly after.

Upon entering the office we were particularly excited by the giant fish tank set into the reception wall. Ian gave us his best ‘here’s one I made earlier’ with a copy of the magazine.

London, July 2017

Leanne finds her calm before the storm as we prepped for the annual Citywire 10km run. The run takes place in Regent’s Park and we invite everyone from the Citywire community to come and take part.

This year’s run raised a record £20,000 for the Ministry of Stories and Dementia UK.  

We did all get caught up in a rainstorm as soon as the run was over but all for a worthy cause!

London, August 2017

After sorely losing to Cervello at social darts in June, the New Model Adviser® team thought we could try our hand at ping pong for our next NMA vs. IFA challenge.

We invited some of our friendly IFA buddies to a tournament at Bounce in London. With the help of our games guru, we had tonnes of fun challenging one another while catching up with each firm individually.

Sadly the New Model Adviser® team under-delivered on this one too, with the winning team comprising Ross Jefferies from Panoramic Wealth, Nick Townsend from Devonshire Wealth, Minesh Patel from EA Solutions and Nicole Jeffery from Kreston Reeves (pictured with their trophy).

Unfortunately for Rob Horsfall-Turner (also from Panoramic Wealth), who’d been poached onto the New Model Adviser® team to equalise numbers, it was defeat by association. Sorry Rob!

Bristol, August 2017

Paradigm Norton were our worthy competitors for our next NMA vs. IFA challenge as part of our summer diary for this year. We were joined by the PN gang at AirHop in Bristol for a trampoline dodgeball tournament.

It is as chaotic as it sounds, as we battled the other children and teenagers for our slot on the dodgeball court. New Model Adviser® are pleased to announce that this was actually the first NMA vs. IFA challenge we won! Victory at last, despite being outnumbered five to three. 

Birmingham, August 2017

The quirky botanic-themed Lost & Found bar played host to our Midlands networking event in August. We were joined by around 20 IFAs from in and around Birmingham for a tipple and a chat.

Although we had taken some better photos with our attendees, it seems there’s always someone blurred and moving about among the excitement of it all. So, in classic millennial fashion, we settled for a team selfie.

Hertfordshire, September 2017

We were back at the Grove in Hertfordshire for this year’s New Model Adviser® retreat and what a glorious event it was. We were delighted to host some fantastic speakers and hit a record number of more than 120 attendees.

As always, we also indulged in some delicious food served up by the hotel during the formal dinner. Enthusiastic foodie Bhavna managed to grab this snap before guzzling down her meal.

London, September 2017

Citywire raised £1,000 for Macmillan Cancer Support by hosting a coffee morning at our local pub, The Black Dog. We were joined by some friendly faces from the industry and saw some fantastic bakes from the Citywire teams too.

Celtic Manor, September 2017

New Model Adviser® had its own stand at the Chartered Institute for Securities & Investment’s financial planning annual conference, at the beautiful Celtic Manor Resort.

This year’s theme was ‘Focus on the Future’ with Steve Webb, Sophie Bera, Kelly Holmes and Penny Haslam as some of the featured speakers.

Over the course of the Gala Awards Dinner, Bhavna and Leanne snapped up to opportunity to grab a #WealthySelfie with Sarah and Andrew Elson from Beaufort Planning and talk about their upcoming bakeoff.

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