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Latest News - Tim Cooper

Outsourcing: Victor Sacks of VS Associates

Victor Sacks is drumming to the same beat as IBoss Asset Management, using its managed portfolio service, which offers an uncomplicated and personal service for his clients

Adviser Profile: Simon Landale of Lycetts

Simon Landale is aiming to make charity-owned Lycetts the most ethical IFA in the country, drawing on a huge database of potential clients and attracting socially minded staff

Adviser Profile: Victor Sacks of VS Associates

Victor Sacks is making a lot of noise for his sole trader adviser firm, VS Associates, embracing social media and blogging to drum up interest from the local area’s young business owners

Outsourcing: Martin Cawley of Devonshire Wealth Management

The London-based firm likes the fact Smith & Williamson offers a bespoke service that is not driven by an underlying model portfolio and that its partners hold most of the shares.

Asset allocation: Derbyshire IFA turns to absolute return funds

James Bailey of Prosperity Wealth Management is seeking out investments with a relatively non-correlated profile and has added to smaller companies and emerging markets.

Asset allocation: Guildford IFA shifts to equity value

Keith Churchouse of Chapters Financial thinks there are opportunities in value investing in an environment of economic expansion, but holds government bonds as a hedge against a possible downturn.

Adviser Profile: Keri Carter of Broadway Financial Planning

Keri Carter has reinvented and reinvigorated Broadway Financial Planning, all from an idyllic setting overlooking the Cotswolds, and she is now looking to secure the future of the firm

Outsourcing: Mark Eaton of Absolute Financial Management

The Kent-based firm has used DFMs for around six years as the client bank has grown to such an extent it requires specific areas of expertise, so it uses LGT Vestra’s bespoke portfolios

Adviser Profile: Brian Hill of Jones Hill

Brian Hill has used his army background to build a firm that specialises in financial advice for the forces, while adopting a franchise model to forge a new path for the future of advice firms

My asset allocation: Why Lee Robertson is wary of US valuations

Lee Robertson of Investment Quorum is considering increasing exposure to Europe, Japan and emerging markets.

Video pick
Play CEO tapes 2: the right way to pay fund managers

CEO tapes 2: the right way to pay fund managers

In second part of our latest CEO series, seven fund bosses lift the lid on how they pay managers.

2 Comments Play Clive Woodward: How planners can reach peak performance

Clive Woodward: How planners can reach peak performance

In the latest of our exclusive videos, former England Rugby manager Clive Woodward explains the secrets behind boosting performance and cultivating the right attitude.

NMA Profile
Adviser Profile: Simon Landale of Lycetts

Adviser Profile: Simon Landale of Lycetts

Simon Landale is aiming to make charity-owned Lycetts the most ethical IFA in the country, drawing on a huge database of potential clients and attracting socially minded staff