Advice: Adviser Profiles
Inside our Top 100: how 18 firms are keeping it fresh in 2019
We caught up with some of the firms that appeared in the 2018 New Model Adviser® Top 100 to hear about what they have been up to this year, and what they have planned for the futureBy New Model Adviser team - 21 May 2019, 14:18
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 firm
Top 35 Next Gen Advisers: goals for the profession
In a recent catch up with our Top 35 Next Generation Advisers , Young planners told us the changes they wanted to see to make the profession better. Here are the top 10.
All the pics from our Bournemouth adviser roadshow
See which advisers gathered at our South Eastern leg of the New Model Adviser roadshow events.
Adviser Profile: Roger Kennedy from AKFP
Roger Kennedy is assisting young clients at Aiken Kennedy Financial Planning in making better plays with their money to achieve their life goals
The Adviser Prices Index: 20 years of business costs revealed
Just like the government's measure of inflation, New Model Adviser has assembled a basket of costs advice firms face. Find out how costs have changed over the last 20 years and help us create the 'Adviser Prices Index'
Fresh Faces: The 23 year old hooked on advice at Fish Financial
'The key is getting people to work towards a goal. You can give people numbers, but they might not necessarily understand what those numbers mean'
Meet the firm offering financial planning for £40 a month
‘I have spoken to chief executives and people earning hundreds of thousands of pounds. But also people at the opposite end of the scale, who have no real wealth’
Breakfast Club: From offshore oil worker to running an advice firm
Jennifer Ellis runs Wellington Wealth alongside sister Nicola Ellis, emphasising the importance of family and client service
Profile: Angus Jones of Clarity
Pilot Angus Jones is using the mathematical brains at Clarity to develop technology he hopes will disrupt the platform and planning worlds