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Latest News - Tim Cooper

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.

Investing with the stars: How Equilibrium builds its portfolios

For Equilibrium Asset Management, launching three of its own funds was integral to speeding up and smoothing out its investment process

Adviser profile: Gaynor Rigby of Equilibrium Asset Management

Gaynor Rigby's audacious targets are not for the faint of heart, but her uncompromising approach has powered Equilibrium Asset Management's rapid growth.

Investing with the stars: how Furnley House searches for hidden gems

Picking out attractive funds that fall under the radar of rivals is key to the investment approach of Stefan Fura of Furnley House.

Adviser Profile: Stefan Fura of Furnley House

Stefan Fura has guided Furnley House into a strong position, doubling income in the past two years. Now the keen football coach wants to mentor the next generation by promoting advice and pitching the value of financial education

Cover star recap: Good tailors wanted

Why Keith Churchouse prefers DFMs that offer a bespoke service.

Adviser Profile: Keith Churchouse of Chapters Financial

Keith Churchouse already has reason for Christmas cheer as Chapters Financial continues to grow at an impressive rate. He now wants his revamped robo-advice proposition to deliver the gift of advice to the masses

Cover star recap: Passive proponent

Warren Shute says providing clients with security is more important than chasing profits, which makes his smart beta and index investing approach ideal

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

Video pick
13 Comments Play 'It had to be a surprise': Webb reveals strategy behind freedoms

'It had to be a surprise': Webb reveals strategy behind freedoms

Speaking to us as we launch our Pension Freedoms MOT series, ex-pensions minister Steve Webb has revealed the strategy behind 2014’s surprise Budget announcement.

2 Comments Play MiFID II tapes: 'We get the regulation we deserve' on risk

MiFID II tapes: 'We get the regulation we deserve' on risk

'We get the regulation we deserve, because we don't set a high enough professional standard ourselves,' according to FinaMetrica director Paul Resnik.

NMA Profile
8 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.