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Adviser profile: Tamsin Caine of Smart Financial

After being invited to join Smart Financial, Tamsin Caine has fended off fractures in the firm and tackled work and life in equal measure.

NextGen's Carolan appointed Xentum managing director

NextGen Planners co-founder Adam Carolan has been appointed managing director of Cheshire-based Xentum.

Why White Oak Financial Planning doesn't outsource investments

The decision not to outsource investment gives Tom Wilcox-Jones, director of White Oak Financial Planning, the freedom to choose the products that best suit each individual client

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.

My asset allocation: Kasim Zafar of EQ Investors

The portfolio manager at London-based advice firm EQ Investors explains why he likes Japanese equities, but not long-dated bonds.

Adviser profile: Tom Wilcox-Jones of White Oak Financial Planning

Proud Welshman Tom Wilcox-Jones last year decided to escape the rat race and return home for the sake of his young family. With the help of former colleagues he has started a new chapter with White Oak Financial Planning.

Investing with the stars: Emotional intelligence drives Bloomsbury's portfolio picks

Carolyn Gowen explains why Bloomsbury Wealth measures portfolios against individual client risk tolerances, rather than using benchmarks

Cambridge-based advice firm launches model portfolio range

Cambridgeshire-based investment manager Gibbs Denley Investment Management has launched a model portfolio service for financial adviser firms.

Adviser profile: Gaynor Rigby of Equilibrium Asset Management

Gaynor Rigby's audacious targets are not for the faint of heart, but her uncompromising approach has powered Equilibrium Asset Management's rapid growth.

London IFA launches discretionary service to wider audience

John Lamb has partnered with boutique portfolio managers Purple Strategic Capital to launch its managed portfolio service to a wider audience, including directly to clients.

Video pick
14 Comments Play 'It had to be a surprise': Webb reveals strategy behind freedoms

'It had to be a surprise': Webb reveals strategy behind freedoms

Speaking to us as we launch our Pension Freedoms MOT series, ex-pensions minister Steve Webb has revealed the strategy behind 2014’s surprise Budget announcement.

2 Comments Play MiFID II tapes: 'We get the regulation we deserve' on risk

MiFID II tapes: 'We get the regulation we deserve' on risk

'We get the regulation we deserve, because we don't set a high enough professional standard ourselves,' according to FinaMetrica director Paul Resnik.

NMA Profile
10 Comments Adviser profile: Carl Roberts of RTS Financial Planning

Adviser profile: Carl Roberts of RTS Financial Planning

Carl Roberts says adopting a fixed-fee model and finding the right mixture of clients will be the catalyst for success at RTS Financial Planning.