Top 100 2018: 10 IFAs leading the advice profession

As we all know, advisers do not just manage their own practices and run their own businesses. They also play an important role in trade bodies. Here are ten of the top roles they hold.

Magenta's moment (part one)

Name: Gretchen Betts 

Firm: Magenta Financial Planning

Location: Bridgend

Role: Chairperson, CISI, Wales Branch

Magenta's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
71 78 85

Total Number of Employees

2016 2017 2018
5 5 6

Total Number of Clients

2016 2017 2018
137 158 180

Magenta's moment (part one)

Name: Gretchen Betts 

Firm: Magenta Financial Planning

Location: Bridgend

Role: Chairperson, CISI, Wales Branch

Magenta's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
71 78 85

Total Number of Employees

2016 2017 2018
5 5 6

Total Number of Clients

2016 2017 2018
137 158 180

Strategic substance

Name: Kevin Forbes

Firm: Strategic Solutions

Location: Dorset, Devon and Somerset

Role: Chair, PFS, Hants and Dorset branch

Strategic Solutions' business figures are below:

Funds Under Advice (£M)

2016 2017 2018
265 425 500

Total Number of Employees

2016 2017 2018
10 16 20

Total Number of Clients

2016 2017 2018
2000 2500 3000

Paradigm on point (part one)

Name: Barry Horner

Firm: Paradigm Norton

Location: Bristol and London

Role: Chair, financial planning standards board 

Paradigm Norton's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
640 797 1000

Total Number of Employees

2016 2017 2018
47 55 67

Total Number of Clients

2016 2017 2018
1005 1202 1450

Local heroine

Name: Nicola Watts

Firm: Jane Smith Financial Planning

Location: Olney

Role: President, CISI, Northern Home Counties

Jane Smith Financial Planning's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
40 44 50

Total Number of Employees

2016 2017 2018
5 5 6

Total Number of Clients

2016 2017 2018
115 118 124

Strong standing

Name: Sarah Lord

Firm: Mazars Financial Planning

Location: London

Role: PFS board member

Mazars' business figures are below:

Funds Under Advice (£M)

2016 2017 2018
500 734 900

Total Number of Employees

2016 2017 2018
64 74 84

Total Number of Clients

2016 2017 2018
2051 3200 4200

Magenta's moment (part two)

Name: Julie Lord

Firm: Magenta Financial Planning

Location: Bridgend

Role: PFS financial planning panel member

Magenta's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
71 78 85

Total Number of Employees

2016 2017 2018
5 5 6

Total Number of Clients

2016 2017 2018
137 158 180

Reeves' renown

Name: Andrew Reeves

Firm: The Investment Coach

Location: Wellingborough

Role: Co-branch president, CISI, Northern Home Counties

The Investment Coach's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
30 40 52

Total Number of Employees

2016 2017 2018
3 3 4

Total Number of Clients

2016 2017 2018
120 125 125

Robin's rated

Name: Robin Melley

Firm: Matrix Capital 

Location: Shropshire

Role: President, CII, Insurance Institute for Shropshire & Mid-Wales

Matrix Capital's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
48 60 60

Total Number of Employees

2016 2017 2018
7 8 8

Total Number of Clients

2016 2017 2018
125 156 174

King Colin

Name: Colin Low

Firm: Kingsfleet Wealth

Location: Ipswich

Role: President (until April 2018), CII, Suffolk and North Essex

Kingsfleet's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
48 75 86

Total Number of Employees

2016 2017 2018
9 7 8

Total Number of Clients

2016 2017 2018
172 270 272

Paradigm on point (part two)

Name: Martin Ruskin

Firm: Paradigm Norton

Location: Bristol and London

Role: Chair, CISI Financial Planning Board

Paradigm Norton's business figures are below:

Funds Under Advice (£M)

2016 2017 2018
640 797 1000

Total Number of Employees

2016 2017 2018
47 55 67

Total Number of Clients

2016 2017 2018
1005 1202 1450

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