Latest News - Declan Clancy
Client bank acquisition leaves KPW hungry for more
Russell Provan, partner at Glasgow-based KPW Investments, told me about the process involved in acquiring a client bank from a retiring IFA who worked closely with Carruthers Gemmill, a local solicitors practice.
Retreat 2013: The best of Brighton
We wrap up this year's Retreat with a quick look back at the best bits, including Kevin Keegan, John Hulsman and our very own reporter braving the Brighton waters.
Auto-enrolment advice: plain sailing or choppy waters?
Nearly one year on since auto-enrolment came into force, Declan Clancy catches up with advisers to see whether they are successfully breaking into workplace advice.
Barwells flies solo after split from parent law firm
Last month Eastbourne-based Barwells Independent Financial Management separated from its parent company Quality Solicitors Barwells, and Lee Waters, an IFA at the firm, is looking forward to working in a new version of the business.
Compare yourself to your peers: Chetwood Wealth Management
Richard Hansell of Chetwood Wealth Management shares the figures behind Chetwood Wealth Management.
Hansell’s discretionary dream survives share class nightmare
Richard Hansell, operations director at Chetwood Wealth Management, was a little disgruntled when I met him last week. ‘It’s one of those mornings. If I don’t hear the words “super-clean share class” again, it will be too soon,’ he said.
Adviser group Leaf tackles evergreen small client problem
Last week, Leaf, a group of advisers aiming to share best practice within the profession, invited me along to one of their quarterly meetings.
Compare yourself to your peers: Cornerstone Asset Management
Click through the gallery to see the facts and figures behind Cornerstone Asset Management.
Compare yourself to your peers: Chadney Bulgin
Click through the pictures to reveal how many clients Chadney Bulgin has on its books and how the past year has been for the firm.
Through the keyhole: sneak a peek at these unusual adviser offices
From properties once owned by celebrities to buildings formally used for making bullets, these advisers are lucky enough to work in some of the UK's most interesting office spaces. Click through to see who works where.