News by: Declan Clancy
Markets
Graham Ponting of Clearwater Wealth Management
Female IFAs bring a different perspective to business
Apart from a few notable exceptions at the top, such as Institute of Financial Planning president Becky Taylor and former Personal Finance Society chief executive Fay Goddard, women have been underrepresented in the advice profession, says Citywire's Declan Clancy.
Phil McGovern is making hay whilst the sun shines
Finchley firm finds flaws in FOS and FSCS focus
Last week I travelled to Finchley in North London and to Chipping Norton in Oxfordshire to meet two advisers who ran very different operations, but both of whom had strong views on the state of the profession.
Dominic McLoughney Becketts FS talks about reducing the average age of his clients
Compare yourself to your peers: McCarthy Taylor
Paul Taylor reveals the figures at the heart of McCarthy Taylor.
Paraplanner profile: Dawn Adams of Landmark IFA
Dawn Adams talks about being a paraplanner as well as an adviser.
Stephen Baxter, Robertson Baxter, on social media and why he loves variety
Alan Steel of Alan Steel Asset Management plays fantasy fund manager
Compare yourself to your peers: Austyn James Consulting
Austyn Smith of Austyn James Consulting takes us through the numbers that make up his firm.
Gavin Southwell of Bronsen's, Chipping Norton on 'Chippy' and being a GP
Paraplanner profile: Claire Hannaford of Cathedral Financial Management
Paraplanner Claire Hannaford on the importance of building a face-to-face relationship with clients.