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Awards, hires and charity challenges: see what IFAs have been up to

See what advisers around the UK have been up to over the last month.

Out and about

Our audience development team are always on the road visiting you in your offices and counties, and discovering what you've been up to. 

From charity fundraisers to beehive preservation, find out what your peers are getting involved with. 

Out and about

Our audience development team are always on the road visiting you in your offices and counties, and discovering what you've been up to. 

From charity fundraisers to beehive preservation, find out what your peers are getting involved with. 

In memory of Karen - Tunbridge Wells

AV Trinity has donated £5,000 to the Pickering Cancer Drop-in Centre. The donation was made in memory of Karen Vidler (pictured), former managing director of the firm, who sadly died last year.

‘When I first met Polly [Taylor, one of the founders, pictured right, on the left] she gave me a big hug, and I could immediately see how friendly the team is,’ says Richard Randall, business development manager at AV Trinity.

The donation, which Randall and director Louise Morris presented at a St George’s Day lunch, will go towards building a garden therapy cabin.

Ethical excellence - London

EQ Investors in London has been awarded the Good Egg kitemark. The award was launched by Good With Money to identify firms that demonstrate an ethical impact and help people make informed choices about where their money goes when buying a financial product.

‘As one of two launch partners, we’re delighted to be recognised. We are firm believers in business as a force for good,’ says EQ communications director Ben Faulkner (pictured).

Toasting talent - Edinburgh

Many advisers received exam results and bagged new qualifications last week.

One firm with good reason to celebrate is Morton Fraser, whose financial planning and wealth management team now hosts five chartered financial planners.

‘All of our client-facing advisers are now chartered,’ says Norman Dalgleish, wealth and pensions planner at the firm.

The financial arm of Morton Fraser works with the firm’s legal service and is brought together under Morton Fraser’s ‘designed for life’ service.

NMA goes West - Bristol

The On the Road team were lucky enough to visit Bristol in the midst of a gloriously sunny spell last month.

Bhavna Koli and Leanne Dooley met with Nathan Stacey and Steve Monks, IFAs at Continuum Financial Services and director of Elite Financial Consulting, respectively, before heading to Sovereign IFA’s office to catch up with directors Mark Hibbitt and James Marchant.

Continuing to Worle, Somerset, the pair were warmly greeted by Vision Independent Financial Planning IFAs Kevin Iles and Mark Barden, who said the South West is a buoyant region for financial advice.

Decade to savour - Huddersfield

Robertson Baxter celebrated its 10th anniversary this month. It is hosting a drinks evening in Leeds to mark the occasion and entertaining individual clients with track days and dinners.

‘We offer the highly professional proposition Greg Robertson and I envisaged from our early days,’ says joint managing director Stephen Baxter (pictured).

Book value - Rainham

A library may seem an odd choice of party venue, but that is exactly where Cervello Financial Planning celebrated the opening of its new office. The firm has converted Rainham library’s top floor into its new office space.

They welcomed 50 guests as a way of thanking those who have supported them and used it as an opportunity to build new local connections.

‘In our business it’s all about trust and relationships and we’re lucky to have built those,’ says director Chris Daems.

Epoch additions - Bath

Juggling work between its London and Bath offices has proved demanding for Epoch Wealth Management. So the firm has taken on financial adviser James Butler to head up the London operation.

Emma Gould and Mel Gogarty have also joined, to provide team-wide support, and Dee Barbosa has come on board as assistant to one adviser.

Tom Annear (pictured), Epoch head of business development and marketing, says ‘this will allow partners more time to develop and steer the business’ instead of switching between London and Bath.

Free advice - Leeds

The financial planning arm of Mazars took part in the Chartered Institute for Securities & Investment’s Financial Planning Week, offering free surgeries to help improve the financial health of the British public.

‘Financial planning is so important and should be on everyone’s radar, no matter who they are,’ says Natalie Wright (pictured), chartered financial planner at the firm’s Leeds office.

Cann do attitude - Monmouthshire

Stroke survivor and National Fundraising Award winner Nick Cann, former chief executive at the Institute of Financial Planning, took part in a five-kilometre run at Devauden Races.

Cann (pictured) has raised £62,000 for the Stroke Association and Project Phoenix. His wife, Jo Cann, says: ‘Nick hated running before his stroke [in 2013] but is determined to keep fundraising and trying new challenges to help others.’

New starter - Newcastle

Lycetts Financial Services has welcomed Emily Young (pictured) to the team.

Young, who spent seven years as a funeral director before turning her hand to advice two and a half years ago, joins the firm to advise on life and protection policies.

‘I’m looking forward to building on my experience with the support of Lycetts, and hopefully I can do my bit to help the firm develop too,’ says Young.

Networking - Tunbridge Wells

Panoramic Wealth trainee financial adviser Ross Jefferies held a networking breakfast at Framptons bar. The quarterly breakfast aims to bring together around 40 local businesspeople.

‘Having branched out of Tunbridge Wells for a few years as a business, we wanted to become an integral part of the community,’ says Jefferies.

Will you start the fans please? - London

SK Financial tackled the Crystal Maze in Angel at their quarterly social. A Maze Master guided the team, the SK Savages, through a series of mental and physical challenges before taking on the famous Crystal Dome.

‘We are a small team of eight and we spend a lot of time together,’ says mortgage adviser Tuki Sande. ‘But we have no time to catch up outside of work, so it was good fun.’

Hive of activity - Manchester

Helen Tandy, partner at Manchester-based Castlefield, has been volunteering at Friends of the Earth Chester’s wildlife garden planting event.

The event took place at the Water Tower Gardens in Chester (pictured). The group is looking to create wildlife and pollinator-friendly spaces as part of a strategy to persuade Cheshire West and Chester Council to agree to its own pollination strategy.

‘I have been campaigning to ban bee-harming pesticides,’ says Tandy. ‘We are also asking the public to create more wildflower and bee-friendly planting, and bee homes.’

On the Money - London

And finally some news from Citywire. New Model Adviser®’s journalists reigned victorious last week at the Headline Money Awards. Our pensions reporter Jack Gilbert brought home the coveted financial B2B journalist of the year award, as well as the B2B rising star award (after all he only started last March).

Meanwhile investment editor Shunil Roy-Chaudhuri won the prize for investment writer of the year in the B2B category. As the picture above shows, they were pretty chuffed with their gongs. Congratulations you two, very well deserved!

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