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Fresh Faces: five young guns in advice

New Model Adviser® has been profiling the latest advice recruits as part of the Fresh Faces series. Here are five people we have profiled since August.

Fresh faces

New Model Adviser® has been profiling the latest advice recruits as part of the Fresh Faces series.

Read on to see who we have profiled since August, and find out what draws people to advice in the first place.

Make sure to check out our Top 35 Next Generation Advisers here as well. 

Fresh faces

New Model Adviser® has been profiling the latest advice recruits as part of the Fresh Faces series.

Read on to see who we have profiled since August, and find out what draws people to advice in the first place.

Make sure to check out our Top 35 Next Generation Advisers here as well. 

Charles Chami, director, Glamis IFA

After a stint of post-university travelling, Charles Chami landed a trainee advice role at Morgan Stanley. During his five years at the first, six months of which took place in the Budapest office, Chami completed his diploma in financial planning.

In 2012, at the age of 29, he returned to his hometown of Bristol to join Glamis IFA where he is now a director. In 2013 he also became a member of Bristol Junior Chamber (BJC), a networking group for under 40s, which led him to later co-found Bristol Private Clients with two BJC peers.

Charity work

‘In 2011 I ran the London Marathon, raising more than ‘£4,000 for Alzheimer’s Research UK,’ Chami says. ‘I give monthly to Save the Children and I also raise funds for charity through BJC.’

First job

‘My first job was at 14 years old as a waiter at a local pub. I was actually demoted to washer-upper, so it was a poor start to my working life.’

Long-term plans

‘I am really keen to expand my family IFA business,’ says Chami. ‘If I can one day hand over a bigger, better version of it to my own children that would be great.’

John Steptoe, financial adviser, GP3 Financial Solutions

Thirty-one-year-old Jon Steptoe found his job in a slightly unusual way: through a five-a-side kickabout. GP3 director Chris Parker confirmed Steptoe as the firm’s big winter signing as a paraplanner in December 2012. Since then he has become qualified and been advising for the past year.

Steptoe had previously worked at accountancy firm in the Midlands, but after a short stint decided he wanted to take a different direction. He worked for a football academy in Cape Town, flying between Leicester, where he was based, and South Africa before finding a place at Oadby-based GP3.

Charity work

‘I take a week off every summer to help lead a children’s summer camp run by our local church,’ says Steptoe. ‘Also, my wife and I sponsor a child in Kakira, Uganda, through Compassion UK. We visited her in 2011.’

First job

‘I had a summer job at Bond Street Saab, helping to seal envelopes for mailshots. It wasn’t particularly rewarding but it brought in some pocket money.’

Career ambition

‘I want to help expand the business, build long-term relationships and keep loving what I do.’

Rob Horsfall-Turner, trainee financial adviser, Panoramic Wealth

When Rob Horsfall-Turner received the call from Panoramic Wealth managing director Gary Jefferies telling him he had the job, the trainee adviser was ready to leave his days at a travel company behind him.

Horsfall-Turner joined Panoramic in February this year as part of a push to target younger audiences. His focus since then has been on completing his exams and heading up local networking events with fellow trainee adviser Ross Jefferies.

Charity work

‘Every year my rugby club takes part in Movember, raising money for men’s health,’ says Horsfall-Turner. ‘This is something I have always been hugely passionate about, both inside and outside work.’

First job

‘I was a lifeguard, which is not a normal job. Your job is to save people but I did it for seven years on and off and I did not save anyone.’

Career ambition

‘Becoming chartered is my first priority. After that, I just want to progress at a steady rate and make the most of the journey.’

Georgina Key, operations manager, Henson Crisp

Operations manager is a perfect fit for Georgina Key, who is a self-confessed paperwork lover. Key joined Henson Crisp in 2013 and says the firm provides the working culture and ethos she had been looking for.

As well as office management, paraplanning, admin, recruitment and development, Key says her favourite part of her role is building relationships with her team and clients. Despite her skills in this area, Key has no plans to become an adviser in the future but wants to continue focusing on operations management.

Charity work

‘I’m hoping to be more involved in the YMCA,’ says Key. ‘Some of the stories you hear about homelessness are awful, and I hope the sleepover event [Sleep Easy in Peterborough in which Key took part to raise money for the YMCA Trinity Group] has made a difference.’

First job

‘When I was 18 my mum found me a job as an administrator in a financial services firm. It was supposed to be part time but it ended up being a nine-to-five.’

Career ambition

‘I want to make this business as successful as it can be. I’m proud of how the business has developed, and I see myself here for the long run.’

George Bugakov, trainee financial planner, EA Financial Solutions

There are few trainee financial planners who have had a stint as a restaurant owner before joining the advice profession. But EA Financial Solutions’ George Bugakov is one of them. After just less than a year owning Saville’s in Mayfair, London, Bugakov joined managing director Minesh Patel at London-based EA Financial Solutions.

He has now been at the firm for six months and is rapidly absorbing the culture and gaining competency in his role. He is halfway through his exams and plans to be full certified by early next year.

Charity work

‘My family and I work with a homelessness charity in St Petersburg,’ says Bugakov. ‘It’s a huge problem there as it is a very cold city.’

First job

‘I did an unpaid internship for Apple at 18. I really wanted to work there, but it didn’t keep me.’

Career ambition

‘I would like the freedom of running my own business, whether that comes from a company I’ve set up or taking over from Minesh one day.’

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