Read in detail how your peers are running their businesses and coping with the new model transition in our unique weekly profiles.
00:01 | 19 Aug 2008
| By
Daniel Grote
In the late 1990s Malcolm Coury lost out in a bid to buy a nightclub and returned to what he knew best with the launch of Money Wise in Bath. Ten years on and the company is thriving.
00:01 | 12 Aug 2008
| By
Mark Battersby
David Tyerman, James Goward and Michael Lally explain how Thesis Asset Management has used its law firm parent and a panel of financial planners to provide personalised investment advice to thousands of clients.
00:01 | 05 Aug 2008
| By
Mark Battersby
Neil Shillito and Stephen Girling of SG Wealth Management were blazing a trail for fees when we first profiled them. Three years on and their business has continued to evolve at an impressive pace.
00:01 | 29 Jul 2008
| By
Mark Battersby
WR Financial Management’s forward looking business suits its rapidly changing location which has undergone substantial post-industrial development. Father and daughter Graham and Vicky Laverick explain how their vision and membership of IF Alliance are pushing their niche practice ahead.
00:01 | 22 Jul 2008
| By
Mark Battersby
John Millican’s Fiducia Wealth Management stands for many of the traditional values of a financial guardian such as security and integrity. Complementing these qualities is an abundance of efficient processes and in-house expertise which make the company unashamedly modern.
00:01 | 15 Jul 2008
| By
Mark Battersby
Rising oil prices are fuelling the success of Aberdeen-based Acumen Financial Planning. Three years on from our last profile Sandy Robertson and Bill Saunders explain how the region’s micro economy is underpinning a raft of ambitious plans to expand and diversify their business.
00:01 | 08 Jul 2008
| By
Mark Battersby
Duncan Glassey rewards a second visit. Since our last profile three years ago he has set up a new company, Wealthflow LLP, and is brimming with ideas about how to develop a niche client bank based on those who have suddenly come into millions who often need advice on how to spread this wealth across generations.
07:00 | 01 Jul 2008
| By
Mark Battersby
In a bold step and at personal financial cost Bill Smith gave up a job at national firm Origen to buy a small old fashioned high street business. But he is confident he can take Scotia Independent’s Edinburgh business to the next level, not least because he can also draw on his experience as a navy reserve officer in building an effective professional team
07:00 | 24 Jun 2008
| By
Mark Battersby
Bob Hair and Alex Montgomery are respective heads of the financial planning and investment management teams operating under Turcan Connell’s wholly owned asset management arm. Their philosophy of close cooperation has ensured the Edinburgh firm is one of Scotland’s leading private client practices.
00:01 | 17 Jun 2008
| By
Mark Battersby
Three years on from our first cover star interview and Informed Choice is forging ahead. Martin Bamford is now joint managing director alongside his father Nick, while his mother Andrea remains as finance director.
07:00 | 10 Jun 2008
| By
Mark Battersby
It has not taken Keith Churchouse and Esther Dadswell long to get Churchouse Financial Planning up and running as a modern advisory business. However, hard work, a focus on efficiency and a keen grasp of marketing have all played their part.
07:10 | 03 Jun 2008
| By
Richard Lander
Phil Melville and Jean MacIntyre of Argyle Financial have ticked off an impressive number of business goals, not to mention personal ones. The now married couple have completely modernised their business since our first profile and have already lined up a series of new, forward-thinking challenges. Read their story and watch them on video!
07:00 | 27 May 2008
| By
Mark Battersby
Jason McGuigan and Brian Foster have fought long and hard to establish Critchleys Financial Planning as a modern practice within the Oxford-based accountants and now they're reaping the rewards.
07:00 | 20 May 2008
| By
Mark Battersby
Thinc Wealth Management has attracted an impressive line-up of new model planning businesses into its fold and is hungry for further growth. Investment director Ian Shipway talks about the company’s flexible integration process and his ambition to be one of the ‘big five’ advisory groups.
07:00 | 13 May 2008
| By
Mark Battersby
Nick Platt is determined to get Henwood Court Financial Planning into the top 1% of the UK’s financial advisers. Armed with a flexible, bespoke back-office system he is resolutely focused on streamlining his business and driving it forward but plenty of tough decisions remain en route.
07:00 | 06 May 2008
| By
Mark Battersby
There’s something uncanny in the way that Julian Gilbert and Paul Cleworth’s lives and careers have converged. The founding of Wealth Matters in 2001 encapsulates their shared vision for a progressive financial planning business and builds on a long-held confidence they have in each other’s abilities.
07:00 | 29 Apr 2008
| By
Mark Battersby
Strong profits growth, increasing turnover and in-house operations with other professionals – Bruce Wilson, managing director of Helm Godfrey Partners, has plenty to be proud of since we first profiled him two years ago. And he still has the energy to get himself in shape for his next Ironman triathlon this summer.
07:00 | 22 Apr 2008
| By
Mark Battersby
Duncan Hannay-Robertson finds himself at an enviable crossroads. As the sole financial planner at leading law firm Taylor Vinters he has raised the profile of financial services to the point where it is now being developed as a core offering across the business. He talks to us about the huge potential that lies ahead.
07:00 | 15 Apr 2008
| By
Tim Cooper
Peter Cooper and Ian Johnston are firm believers that the best things come in small packages and Cooper Johnston Associates’ streamlined, client-centred business is a triumph of modern financial planning. Their journey to this point has involved some tough decisions but their latest dilemma is whether or not to expand.
07:00 | 08 Apr 2008
| By
Mark Battersby
Less is most definitely more for Shane Mullins of Fiscal Engineers. Since his last Cover Star profile three years ago assets under advice have grown consistently alongside a slimmed-down client base of clients who have a minimum of £1 million to invest. And his future projections show more of the same.
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