Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Latest News - Tim Cooper

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

Adviser Profile: Ben Ellis of Cactus Financial Planning

Ben Ellis likes to take on tough challenges and, only two years after launching Cactus Financial Planning, he is already looking to expand and hit £100 million in assets.

Outsourcing: Brian Hill of Jones Hill Independent Financial Advisers

The Wiltshire-based firm uses Parmenion because of its high standing compared with its peers, its competitive pricing and a user-friendly website for clients

My asset allocation: Adams' plan for combating weak pound

Joel Adams of Lift-Financial has introduced a short-dated bond fund to mitigate against inflation risk and low interest on cash.

Adviser Profile: Andrew McLaughlin of Astute Wealth Management

Director Andy McLaughlin prides Astute Wealth Management on its focus towards investing in young people, while ensuring they are qualified and have a pathway into financial planning.

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

Video pick
1 Comment Play Ping pong planners: IFAs take up our table tennis challenge

Ping pong planners: IFAs take up our table tennis challenge

Advisers serve up some news on their business plans as New Model Adviser lays down a table tennis challenge.

44 Comments Play Robo roundtable: Restricted advice like buying an ill-fitting suit

Robo roundtable: Restricted advice like buying an ill-fitting suit

Three leaders of robo advice firms discuss whether they offer advice, and offer their opinions on the advice vs guidance distinction, in the first of our series of videos.

NMA Profile
Adviser Profile: Ian Browne and Helen Lindo of Russell Ulyatt

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