News by: Natalie Fast
Markets
I met Dhan Sharma from Maze Wealth opposite St. Paul's Cathedral
Alan Smith from Capital Asset Management talks about doing things his own way
Life in the Fast Lane: Glassey’s clear vision for life coach scheme
Who helps the planners plan? Duncan Glassey, founder of Edinburgh-based Wealthflow, is trying to with a new service from his Financial Life Coaching business.
Five minute adviser profile: Caroline Banks of Caroline Banks & Associates
Caroline Banks talks about her plans for 2012 which include final RDR checks and visits to India, Malaysia and Singapore on behalf of the Million Dollar Round Table.
Andrew Brook-Dobson talks about improving their clients' journey
Five minute adviser profile: Les Cantlay of Ware & Kay Financial Services
Les Cantlay, director of Ware & Kay Financial Services, talks about the importance of post-RDR training and the specific skills every adviser needs after 2013.
Yvonne Goodwin chats about being on the BBC and going back to uni
Five minute adviser profile: Ian Starkey of Starkey Financial Planning
Ian Starkey explains how becoming a Chartered Financial Planner is his greatest achievement to date.
Letters from clients displayed at TJP Ltd in London's West End
Tim Whiting, founder and managing director of TJP, showed me the letters of thanks from his clients. Including a postcard of Michele Roux.
The lads from Loughtons at Citywire SW
Natalie talks to Iain Mackie, the MD at Fraser Wealth Management in Liverpool
Mackie was appointed the managing director a year ago after having spent ten years out of financial services. He says that the development in technology has been the biggest change to get to grips with.
Life in the Fast Lane: Yorkies big up the value of making connections
York is a small community when it comes to the world of financial services. This week I met two advisers who started their careers with General Accident in the 1980s and 1990s. For both, taking the step to become independent and directly authorised was quite daunting.
Financial Life Coaching with Dr Maria Nemeth and Duncan Glassey
I had the pleasure of meeting inspiring Dr Maria Nemeth and Duncan Glassey to discuss their new venture, Financial Life Coaching