Roadtrip! Check out what our readers got up to in June

The New Model Adviser® audience development team has been travelling the breadth of the UK catching up with all the goings on in the financial planning profession.

Progeny gets stuck in to raise £4k for charity

Last month an 18-strong team from Progeny Wealth took on the Tough Mudder event at Belvoir Castle, Grantham. They raised money for Dreams Come True, St Luke’s Hospice, Martin House Hospice and Horatio’s Garden.

‘It was a fantastic day, everyone gave it 100% and got stuck in,’ says Alex Shaw, director of Progeny. ‘It’s also become a talking point in the office, giving people in different Progeny teams the chance to connect and make friends, knowing they achieved something together.’

Progeny is still in the process of fundraising but so far has reached nearly £4,000.

Progeny gets stuck in to raise £4k for charity

Last month an 18-strong team from Progeny Wealth took on the Tough Mudder event at Belvoir Castle, Grantham. They raised money for Dreams Come True, St Luke’s Hospice, Martin House Hospice and Horatio’s Garden.

‘It was a fantastic day, everyone gave it 100% and got stuck in,’ says Alex Shaw, director of Progeny. ‘It’s also become a talking point in the office, giving people in different Progeny teams the chance to connect and make friends, knowing they achieved something together.’

Progeny is still in the process of fundraising but so far has reached nearly £4,000.

Day Cooper Day kicks off the summer

On 6 June, Day Cooper Day kicked off the summer by hosting drinks at Smiths of Smithfield in Farringdon, London.

We caught up with the firm and met some new IFAs in the area. With quite a young audience, discussions were based around getting through the RO exams, increasing opportunities in the profession and, more importantly, the challenges of being allowed to work from home during the World Cup.

PM+M goes footie mad to raise hospice cash

PM+M has raised more than £650 for East Lancashire Hospice in the first six weeks of its corporate challenge.

The hospice is close to the heart of many PM+M team members, and the fundraising efforts have included an office football shirt day. The aim is to help the hospice continue to deliver outstanding care and compassion to patients and their families.

As part of the challenge, PM+M is battling it out with 25 other local businesses to see who can raise the most money for the hospice. The firm is currently in second place.

Moneyinfo launches its latest technology

At the Alphabeta building near Shoreditch, moneyinfo hosted a user forum for the upcoming 7.0 version of its client portal. The theme of the forum was ‘Taking the Next Steps’ and the version is due for release at the end of June.

New functions include integrating secure messages with existing customer relationship management and using DocuSign for electric signatures. There was a particular push for making the portal mobile-friendly via its app.

All the new features were shown using live demos by managing director Tessa Lee and adoption manager Lou Wallis, who were both wearing some aptly themed light-up shoes.

Haberdashers’ hall hosts World Cup quiz

We assembled a team of big hitters to take part in a World Cup-themed charity quiz night at the Haberdashers’ Hall in West Smithfield.

The team, called ‘Should I Stay or Thiago?’ (named after Spanish attacker Alcântara) came seventh out of around 19 teams, scoring particularly well in the first two rounds.

We were invited to attend by Kunle Olafare, client director of London-based SK Financial to help raise money for Place2Be, a children’s mental health charity.

Great and good talk shop at AJ Bell event

Bhavna and Ashley attended AJ Bell’s annual Luminary event. Held at M&G’s head office in London, the On The Road pair heard from various speakers including finance blogger Iona Bain, FinalytiQ director Abraham Okusanya (pictured) and Lisa Webster, AJ Bell technical resources consultant.

The event provided a good balance of educational and motivational messages. The issue of diversity in financial services, and how the profession can work to resolve this, was discussed.

The event concluded with networking on the roof terrace of the M&G building.

Ashley returns to his uni roots

Last month Ashley travelled to his university town of Nottingham to meet with various IFAs. He discussed life in the East Midlands and the future of the city.

He visited 2017 cover star firm Russell Ulyatt Financial Services, and spoke to managing direct Andy Dyke (pictured) as well as head of advice Ian Browne.

Look out for Ashley’s upcoming View from the Top feature in the coming weeks.

Thomas to host investor masterclass

Former cover star Darren Lloyd Thomas will host a client investor masterclass on 24 July, alongside his Thomas and Thomas team, at their office in west Wales.

The event will include sessions from Thomas on long-term care planning, gifting, and ethical portfolio construction. Trainee financial planner Emma Jones will provide an update on recent tax changes, and client account manager Katy Owen will provide an overview of how the firm has developed its client proposition.

‘We’re running the event to add value for clients; especially newer clients,’ says Thomas. ‘It’s going to be a great day.’

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