Read in detail how your peers are running their businesses and coping with the new model transition in our unique weekly profiles.
00:01 | 22 Jul 2008
| By
Mark Battersby
John Millican’s Fiducia Wealth Management stands for many of the traditional values of a financial guardian such as security and integrity. Complementing these qualities is an abundance of efficient processes and in-house expertise which make the company unashamedly modern.
00:01 | 15 Jul 2008
| By
Mark Battersby
Rising oil prices are fuelling the success of Aberdeen-based Acumen Financial Planning. Three years on from our last profile Sandy Robertson and Bill Saunders explain how the region’s micro economy is underpinning a raft of ambitious plans to expand and diversify their business.
00:01 | 08 Jul 2008
| By
Mark Battersby
Duncan Glassey rewards a second visit. Since our last profile three years ago he has set up a new company, Wealthflow LLP, and is brimming with ideas about how to develop a niche client bank based on those who have suddenly come into millions who often need advice on how to spread this wealth across generations.
07:00 | 01 Jul 2008
| By
Mark Battersby
In a bold step and at personal financial cost Bill Smith gave up a job at national firm Origen to buy a small old fashioned high street business. But he is confident he can take Scotia Independent’s Edinburgh business to the next level, not least because he can also draw on his experience as a navy reserve officer in building an effective professional team
07:00 | 24 Jun 2008
| By
Mark Battersby
Bob Hair and Alex Montgomery are respective heads of the financial planning and investment management teams operating under Turcan Connell’s wholly owned asset management arm. Their philosophy of close cooperation has ensured the Edinburgh firm is one of Scotland’s leading private client practices.
00:01 | 17 Jun 2008
| By
Mark Battersby
Three years on from our first cover star interview and Informed Choice is forging ahead. Martin Bamford is now joint managing director alongside his father Nick, while his mother Andrea remains as finance director.
07:00 | 10 Jun 2008
| By
Mark Battersby
It has not taken Keith Churchouse and Esther Dadswell long to get Churchouse Financial Planning up and running as a modern advisory business. However, hard work, a focus on efficiency and a keen grasp of marketing have all played their part.
07:10 | 03 Jun 2008
| By
Richard Lander
Phil Melville and Jean MacIntyre of Argyle Financial have ticked off an impressive number of business goals, not to mention personal ones. The now married couple have completely modernised their business since our first profile and have already lined up a series of new, forward-thinking challenges. Read their story and watch them on video!
07:00 | 27 May 2008
| By
Mark Battersby
Jason McGuigan and Brian Foster have fought long and hard to establish Critchleys Financial Planning as a modern practice within the Oxford-based accountants and now they're reaping the rewards.
07:00 | 20 May 2008
| By
Mark Battersby
Thinc Wealth Management has attracted an impressive line-up of new model planning businesses into its fold and is hungry for further growth. Investment director Ian Shipway talks about the company’s flexible integration process and his ambition to be one of the ‘big five’ advisory groups.
07:00 | 13 May 2008
| By
Mark Battersby
Nick Platt is determined to get Henwood Court Financial Planning into the top 1% of the UK’s financial advisers. Armed with a flexible, bespoke back-office system he is resolutely focused on streamlining his business and driving it forward but plenty of tough decisions remain en route.
07:00 | 06 May 2008
| By
Mark Battersby
There’s something uncanny in the way that Julian Gilbert and Paul Cleworth’s lives and careers have converged. The founding of Wealth Matters in 2001 encapsulates their shared vision for a progressive financial planning business and builds on a long-held confidence they have in each other’s abilities.
07:00 | 29 Apr 2008
| By
Mark Battersby
Strong profits growth, increasing turnover and in-house operations with other professionals – Bruce Wilson, managing director of Helm Godfrey Partners, has plenty to be proud of since we first profiled him two years ago. And he still has the energy to get himself in shape for his next Ironman triathlon this summer.
07:00 | 22 Apr 2008
| By
Mark Battersby
Duncan Hannay-Robertson finds himself at an enviable crossroads. As the sole financial planner at leading law firm Taylor Vinters he has raised the profile of financial services to the point where it is now being developed as a core offering across the business. He talks to us about the huge potential that lies ahead.
07:00 | 15 Apr 2008
| By
Tim Cooper
Peter Cooper and Ian Johnston are firm believers that the best things come in small packages and Cooper Johnston Associates’ streamlined, client-centred business is a triumph of modern financial planning. Their journey to this point has involved some tough decisions but their latest dilemma is whether or not to expand.
07:00 | 08 Apr 2008
| By
Mark Battersby
Less is most definitely more for Shane Mullins of Fiscal Engineers. Since his last Cover Star profile three years ago assets under advice have grown consistently alongside a slimmed-down client base of clients who have a minimum of £1 million to invest. And his future projections show more of the same.
07:08 | 01 Apr 2008
| By
Mark Battersby
Robert Hudson, Simon Fitton and Nick Crabbe undertook a courageous and testing journey to get to where they are today. After a management buyout of Baxter Fensham they are poised to take the company forward with a wealth of hard-earned experience behind them.
09:10 | 25 Mar 2008
Few partnerships within financial planning can be better suited than Andrew Brook-Dobson and Tim Brear. They explain to Mark Battersby their complementary skills and the early growth that has already seen the firm move through the tax bands.
07:00 | 18 Mar 2008
| By
Mark Battersby
David Dixon of Ebor Asset Management knows about the power of combined forces. He enjoys a strong and equable working relationship with his three partners and is an active member of the IF Alliance of advisers which has yielded great results both in the exchange of ideas and in shared investment products and resources.
07:02 | 11 Mar 2008
| By
Mark Battersby
Stuart Grierson couldn’t stay out of wealth management for long – even during his short retirement he was taking professional qualifications for fun. As the new chief executive of Andersen Charnley he is firmly back in the driving seat and has clear and ambitious goals for the company.
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