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 |
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 |
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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 |
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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 |
Leave a comment!
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 |
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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 |
Leave a comment!
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 |
Leave a comment!
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 |
Leave a comment!
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 |
Leave a comment!
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 |
Leave a comment!
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 |
Leave a comment!