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Next Gen

Fresh Face: Parmiter follows investment dream at Beaumont

Recently qualified Tom Parmiter of Shropshire-based Beaumont Financial explains his journey into financial advice.

'Speak their truth': the art of 'nonviolent' client communication

In this episode, 2plan Wealth Management IFA Cleona Lira sits down with Ian Horne and Ollie Smith to explain how discovering non-violent communication enhanced her relationship with clients.

Robo review: Editor regrets his risk-averse ways with Evestor

I should have taken more risk. After a year my £500 invested with evestor had grown to just £511.75. What was I afraid of?

Fresh faces: Little and Mullan target young trailblazers at Eelah

It is early days for the two co-founders of Eelah. They have two clients. But with 15 prospects set to sign up in the coming months, they hope their dream will quickly become a reality.

Portfolios get ethical doppelgangers at Magenta

Magenta Financial Planning focuses on achieving clients’ individual goals, rather than hitting benchmarks

Profile: José Supico of Advicefront

José Supico says the hybrid model he has built at Advicefront can be at the vanguard of the next age of new model advice.

My mum was an IFA: Nicole Kavanagh's advice career so far

Growing up in an advice family, Kavanagh was interested to learn her fellow university students did not know about the profession

Fresh Face: Chan urges next Generation of IFAs to grab the bull by the horns

If Gershom Chan has a single professional regret, it might be that it took him so long to realise how rewarding a career in financial advice could be.

My career in advice so far: Laura Thursfield of Mazars

This year's Birmingham Young Professional of the Year shares her top tips for success.

NextGen: Advice that worked for boomers will fail next generation

Advisers need to rethink how they give advice as wealth moves from the baby boomers to the next generation, according to Eliza Filby who spoke at our Next Generation conference last week.

Video pick
1 Comment Play 'An irrelevant and dangerous question': Train on rates fears

'An irrelevant and dangerous question': Train on rates fears

Finsbury Growth & Income manager gives short shrift to argument higher interest rates will erode the value of big consumer brands he owns.

18 Comments Play ‘I couldn’t define it’: We quizzed City workers on guidance vs advice

‘I couldn’t define it’: We quizzed City workers on guidance vs advice

We took a camera to the streets to ask City workers whether they understand the difference between financial advice and financial guidance. The results speak for themselves.

NMA Profile
Adviser profile: Steve Buttercase of Verve Investment Planning

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.