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Latest News - Tim Cooper

Adviser Profile: Warren Shute of Lexington Wealth Management

Warren Shute is committed to providing clients with a financial education at Lexington Wealth Management. The author, master’s student and master practitioner in neurolinguistics is also on a mission to be the best he can be

Cover star recap: Aiming for excellence

Outsourcing investment to a panel of DFMs has cleared the path for Mazars to improve efficiency and satisfaction levels, allowing it to offer truly bespoke portfolios for its wealthiest clients

Adviser Profile: Andy Springford and Natalie Wright of Mazars

Andy Springford and Natalie Wright personify the high standards expected of young advisers at Mazars Financial Planning, as the future-facing firm looks to achieve revenue of £20 million by 2021

Cover star recap: Family fortunes

Beaufort Financial (Reading) director Chris Shaw says there is no conflict of interest in using Beaufort Group’s discretionary arm, as it allows his advisers to focus on the job in hand and its performance is exceptional

Adviser Profile: Mark Dolby and Chris Shaw of Beaufort Financial (Reading)

Mark Dolby and Chris Shaw have embraced cashflow planning at Beaufort Financial (Reading) to help clients take advantage of the pension freedoms. Through their hub model, they now plan to take the firm to the next level.

Outsourcing: Mike MacLeod of Everett MacLeod

The firm has stuck with 7IM through thick and thin, due to its crystal clear approach

Cover star recap: Bespoke approach

With so many good investment portfolios already on offer, Truly Independent can focus its time and effort on providing tailor-made options for its clients

Adviser Profile: Andrew Goodwin and Cath Bowden of Truly Independent

After half a decade of relentless growth, Truly Independent directors Andrew Goodwin and Cath Bowden are refining their approach, focusing on talent retention and brand recognition.

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.

Video pick
1 Comment Play Mark Barnett exclusive part 2: why I'm not buying Lloyds

Mark Barnett exclusive part 2: why I'm not buying Lloyds

In the second part of our exclusive video interview, Barnett explains why he has no intention of buying Lloyds, and where he sees the greatest income opportunities.

Play Mark Barnett goes back to basics after 'frustrating' run

Mark Barnett goes back to basics after 'frustrating' run

Invesco Perpetual Income and High Income manager says he has re-examined some of his major holdings after heavy share price falls.

NMA Profile
Adviser Profile: Warren Shute of Lexington Wealth Management

Adviser Profile: Warren Shute of Lexington Wealth Management

Warren Shute is committed to providing clients with a financial education at Lexington Wealth Management. The author, master’s student and master practitioner in neurolinguistics is also on a mission to be the best he can be