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Star Profile

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.

Adviser profile: Graham Wingar of Future Asset Management

When David Wingar appeared as a New Model Adviser® cover star in 2008, his son Graham was in the middle of an engineering degree at Cardiff University. A lot has changed since then.

Adviser profile: David Philips and Steve Bennett of Wealth Design

David Philips and Steve Bennett want to cultivate a unique brand at Wealth Design, with a fresh approach to marketing, fees and acquisition

Adviser profile: Neil Jefferies of Adroit Financial Planning

For Adroit Financial Planning, taking on personal injury cases means giving a voice to the vulnerable and helping them reestablish their lives, says Neil Jefferies.

Adviser profile: Martin Cawley of Devonshire Wealth Management

Martin Cawley of Devonshire Wealth Management says cashflow modelling still marks new model firms out from the majority of UK advisers.

Adviser profile: Stuart Cardozo and Shane Gorman of SWC Independent

Stuart Cardozo has tackled recent regulatory changes at SWC Independent by hiring energy sector specialist Shane Gorman and shifting the firm’s focus to advising offshore oil workers

Adviser profile: John Hamilton-Hunt of Punter Southall Financial Management

John Hamilton-Hunt has presided over rapid expansion at Punter Southall Financial Management and is determined to prepare the firm for whatever the future holds

Adviser profile: Sharon Sutton of Thornton Chartered Financial Planners

Former Commonwealth Games competitor Sharon Sutton loves a challenge.

Adviser profile: Claire Phillips of First Wealth

Despite plans to cut client numbers in half this year, Claire Phillips says First Wealth is committed to closing the advice gap and improving financial education

Adviser profile: Mark Insley of Ascot Wealth Management

Opening a South Africa office has been a gateway to new opportunities for Ascot Wealth Management. Never one to shy away from a challenge, managing director Mark Insley is looking to expand further.

Video pick
15 Comments Play 'How can you sleep at night owning these shares?' CEO Tapes

'How can you sleep at night owning these shares?' CEO Tapes

Do not miss the first two minutes of this film as Richard Buxton reveals how he was challenged by a client for owning shares in a certain company.

5 Comments Play Fees roundtable: 'If one in three says you're too pricey, that's about right'

Fees roundtable: 'If one in three says you're too pricey, that's about right'

How much is too much when it comes to paying for advice? Step forward Alan Smith, Kay Ingram and Vijay Thakkar to discuss charging, fees and the advice gap.

NMA Profile
10 Comments Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

Adviser profile: Catherine Morgan and John Ward of Essendon Financial Planning

A chance meeting between Catherine Morgan and John Ward led to the pair setting up Essendon Financial Planning as an independent firm.