Latest News - Tim Cooper
Adviser Profile: Lucy Byrom, Casey Mills and Ian Jones from TFP Financial Planning
Lucy Byrom, Casey Mills and Ian Jones are pooling their cross-generational expertise to make TFP Financial Planning a forward-facing firmBy Tim Cooper - 21 May 2019, 08:46
Firm applies the Jimmy Connors test as downturn looms
Gould Financial Planning has added some ballast to its portfolio to beat the stock market slump, by diversifying and bringing investments in house
Adviser profile: Mark Redman of Gould Financial Planning
Mark Redman is leading a group of young directors who represent the future of Gould Financial Planning.
Cover Star Extra: Leicester IFA picks Parmenion and passives for portfolios
Hunter Aitkenhead & Walker is shifting all client assets to Parmenion, as its managing director believes the DFM can offer greater consistency with less risk than in-house options.
Adviser profile: Jim Aitkenhead, Rob Handford and Alasdair Walker of Hunter Aitkenhead & Walker
A trio of owners at Hunter Aitkenhead & Walker are well on the path to a successful succession
Multi-asset makes way for managed portfolios at Philip James
Philip Hanley says model portfolios offer Philip James Financial Services clients ‘much greater diversification and transparency’
Adviser profile: Philip Hanley of Philip James Financial Services
Philip Hanley has become one of the most-reviewed advisers on VouchedFor by offering ethical investing at Philip James Financial Services
Buttercase: Mifid II helped me simplify portfolios
Steve Buttercase says recent regulatory changes have in fact helped in his search for the ‘holy grail’ of low-cost asset allocation.
Adviser profile: Steve Buttercase of Verve Investment Planning
After overcoming the loss of his father and fighting depression, Steve Buttercase is now on a mission to help clients find happiness at Verve Investment Planning
Cost-conscious Planet 3 stays grounded with in-house offering
Planet 3 Wealth runs portfolios in-house, to keep costs and asset allocation within its orbit