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FTSE fortunes: 10 bosses bringing home the bacon

by Amy Rowe on Apr 23, 2014 at 14:21

Following business secretary Vince Cable’s letter to FTSE 100 companies over executive pay, we take a look at some of the biggest winners in financial services for 2013.

Nest gets a new game plan as Budget bends the rules

by Rosie Sells on Apr 23, 2014 at 11:01

Tim Jones, chief executive of Nest, has his hands full after the Budget forced a rethink on its investment strategy and issued an edict on universal ‘free’ advice on pension pots.

Outsourcing Investment: Why Lynas Vokes uses Parmenion

by Max Skjönsberg on Apr 23, 2014 at 10:22

Jamie Gordon of Lynas Vokes Investment uses Parmenion to help him provide smaller clients with a low-cost, light-touch service that does not feel cheap.

Paraplanner Profile: Imelda de Bruin of Manse Capital

by William Robins on Apr 23, 2014 at 10:15

Imelda de Bruin's favourite bit of technolgoy is Prestwood cash flow planning.

Tackling the client proposition challenge: the six-step strategy

by Sue Whitbread on Apr 22, 2014 at 13:47

So you’re a financial planner who survived the RDR. You’ve done the groundwork, the next challenge is to give your client proposition a boost and help your business flourish.

Breaking the barrier: how to boost assets beyond £30m

by Brett Davidson on Apr 22, 2014 at 13:47

Overcome a growth barrier that is common to many advice firms by following seven simple steps that will enable you to scale up assets under advice and turnover, writes Brett Davidson, chief executive of Mode FP.

Rugby winger transfers pitch perfect skills to advice field

by Sarah Pitard on Apr 22, 2014 at 13:28

Sarah Pitard meets Sebastian Hurst of London-based AS Financial, a professional rugby player and ‘pensions man’ who aims to be top of his game both on and off the pitch.

Adviser Profile: Robin Melley of Matrix Capital

by Tim Cooper on Apr 22, 2014 at 13:19

Robin Melley is aiming to grow Matrix Capital tenfold by reeling in more niche business, following the national contract the firm landed with NS&I.

IFA quits advice to set up Trust Paraplanning

by William Robins on Apr 17, 2014 at 12:30

An IFA has left the advice sector to set up an outsourced paraplanning firm that specialises in inheritance tax (IHT) and trusts.

Compare yourself to your peers: Essentially Financial

by Sarah Pitard on Apr 16, 2014 at 13:53

Click through for the facts and figures behind Les Conway's Essentially Financial.

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