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Compare yourself to your peers: Investment Quorum

by Natalie Fast on Apr 20, 2012 at 11:51

Compare yourself to London-based, Lee Robertson, chief executive of Investment Quorum. Robertson recently said that there is little difference between defining yourself as independent or restricted, favouring the description of being 'non-aligned'. Do you agree? Do you like mountain biking? Are you a good shot?

Compare yourself to your peers: Heron House Financial Management

by Natalie Fast on Apr 05, 2012 at 10:12

Compare yourself to Saran Allott-Davey, from Newport-Based, Heron House Financial Management. Allott-Davey recently won our New Model Adviser® of the year award for Wales and this year is focusing on the firm's philanthropic output. Are you a keen horserider too?

Compare yourself to your peers: Cathedral Financial Management

by Natalie Fast on Mar 23, 2012 at 10:34

Compare yourself to Exeter-based Tim Ames from Cathedral Financial Management. Ames was one of the first ten firms to be profiled by New Model Adviser® and was shortlisted for our South West award this year. Do you have discretionary powers, like Ames? Do you listen to Madonna?

Compare yourself to your peers: Affinity Independent

by Natalie Fast on Mar 12, 2012 at 16:42

Compare yourself to Doug Muirhead from Affinity Independent. Muirhead is in our list of Top-10 South East advisers and specialises in advising head-teachers and private-school staff. Are you an active investor? Do you drive an Aston Martin?

Compare yourself to your peers: Adrian Smith and Partners

by Natalie Fast on Mar 12, 2012 at 15:46

Compare yourself to Adrian Smith, from Adrian Smith and Partners. Smith helped set up the Wrap Planners Group in Birmingham to share ideas and themes. Are you a member of an adviser group? Do you listen to Frank Zappa?

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