Andrew Whiteley, Sheriar Bradbury and Joss Harwood make a full assessment of clients' legacy products, discussing and reviewing them before advising on a course of action.
This week we published our 400th issue of New Model Adviser®. To celebrate we revisit eight of the firms who have graced the magazine’s front cover and featured in our Star Profile section of the website. Click through to find out how they have fared since we profiled their business.
The Financial Conduct Authority is set to launch a consultation to stop providers charging high rates for its customer services phone lines.
Platforms Nucleus and Cofunds are set to make changes to the way they facilitate adviser charging in an effort to tackle potential tax penalties for clients.
Jeremy Brett of Brett Investment uses a range of trackers for ‘diversification, low cost and reliability’, allocating the lion’s share of client money to Dimensional.
Advisers Mark Newman and Jasper de Zoeten and head of operations Justin Randall plan to achieve explosive growth at Prosperity in the next couple of years, with their sights set on trebling adviser numbers and increasing assets fourfold.
Mike MacLeod of Everett MacLeod uses DFM solutions mainly in platform pension wrappers, aiming to keep costs low for his wealthy ‘money miner’ clients.
Fund manager rebates have been put to the sword and the fight to offer the best deals has really begun. How can advisers make sure they don't get caught up in the fray? Jun Merrett dons her fencing gear and talks to Mark Polson of the Lang Cat about how to navigate the next six months.
Advisers welcome the Budget proposal for pensioner bonds as long overdue relief for cash-strapped retirees but some, such as Douglas McIntyre and Barry Williams, regard a £10,000 limit as too low to be useful.
Fear is the worst motivator for professional people. The fear of being eaten by the lion chasing you is likely to make you run faster, but the fear of the FCA will not make you a better paraplanner or adviser.
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