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Latest News - Tim Cooper

Cover star recap: A provider for every occasion

In our catch-up with last week’s cover stars, Simon Frost and Scott Atkinson of GPFM Financial Planners talk about why they like to use different MPS houses for different needs

Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.

Outsourcing: Steve Bennett of Wealth Design

The director uses FE Invest’s model portfolio service because it offers flexibility over platforms, which keeps costs competitive for clients

My asset allocation: To barbell or not to barbell?

Nicola Downs of Trentham Invest followed consultants Tower Watson's advice by reducing exposure to bonds and property and moving into cash. But she didn't go the whole hog

Outsourcing: Crispin Homer of John Lamb Financial Planning

The head of investments praises Purple Strategic Capital’s flexible investment approach to asset allocation

Outsourcing: Kevin Bray of EC Financial Services

The financial adviser uses Parmenion for clients who require a discretionary service, as it offers a wide range of model portfolios that also cater for a variety of ethical requirements.

Outsourcing: Philip Hanley of Philip James Financial Services

The financial adviser uses Smith and Williamson because it includes investment trusts in its models, does not restrict the funds it picks, and provides local support

Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

Ian Browne and Helen Lindo want to expand Russell Ulyatt, but having learned a harsh lesson when overreaching too soon, they have tightened procedures and have long-term plans in place

Adviser Profile: Julia Parsons of Kreston Reeves

Julia Parsons of Kreston Reeves says urgent steps must be taken to increase the number of women in advice and she lambasts the ‘boozy bar culture’ of conferences.

Outsourcing: Keri Carter of Broadway Financial Planning

The Worcestershire-based firm uses Rathbones because it puts discretionary fund management at the heart of its business, offering a traditional, client-centric service

Video pick
Play Video: Ravenscroft's Harries homes in on themes not forecasts

Video: Ravenscroft's Harries homes in on themes not forecasts

Mark Harries, head of investment management at Ravenscroft, is overseeing the launch of onshore versions of the firm's offshore funds

7 Comments Play CIO Tapes: 'passive funds are anti-capitalist'

CIO Tapes: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

NMA Profile
Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Adviser Profile: Simon Frost and Scott Atkinson of GPFM Financial Planners

Best friends do not necessarily make best business partners, but Simon Frost and Scott Atkinson say they complement each other perfectly, ensuring GPFM Financial Planners is well-placed to become a ratings hit.