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Spring snaps: more pics from our visits to advice firms

Check out the latest load of pics from our travels around the UK visiting advisers, from April to June 2017.

Cheptstow, April 2017

The Citywire South West Retreat takes place in Spring at the beautiful St. Pierre Marriott Hotel & Country Club in Chepstow.

While financial advisers and wealth managers polished their investment knowledge in our fund manager masterclasses, Ian Horne was hard at work himself, refining his golf buggy pose. 

Cheptstow, April 2017

The Citywire South West Retreat takes place in Spring at the beautiful St. Pierre Marriott Hotel & Country Club in Chepstow.

While financial advisers and wealth managers polished their investment knowledge in our fund manager masterclasses, Ian Horne was hard at work himself, refining his golf buggy pose. 

London, May 2017

Bhavna Koli and Ian Horne took Tom Annear Epoch Wealth Management on for a game of crazy golf at Swingers in London.

Tucked away by the base of the famous Gherkin building, we played Annear for 10 holes and had the chance to catch up about the latest developments at the firm.

Sadly the New Model Adviser® not-so-dynamic duo lost to Annear at crazy golf, which Annear was elated about (even if we just let him win).

Bristol, May 2017

Bhavna Koli had the opportunity to meet with Nathan Stacey, independent financial planner over a cup of coffee in the Aztec Hotel in Bristol.

The company has grown massively over recent years and Stacey chatted about the importance of branding and how that is a key area of focus for him in driving the firm forward. 

Bristol, May 2017

Steve Monks, director at Elite Financial, came to see us for a meeting while we were in Bristol.

A keen advocate of the next generation, Monks told Leanne Dooley about the latest young graduates he was taking on at the time and how he believes they will play a key role in pushing the firm into the future.   

Bristol, May 2017

Bhavna Koli and Leanne Dooley were welcomed by possibly everyone in the Sovereign IFA office in Thornbury, including directors Mark Hibbitt (pictured left) and James Marchant (pictured right).

After mentioning we’d spotted their NMA Top 100 2016 award proudly presented in the window, we used the time to catch up about the new branding the firm had undergone, including a new logo and complete revamp of colour schemes to be included on all marketing collateral.

London, June 2017

Elections and darts don't necessarily go hand in hand.

But on May election day the audience development team challenged Chris Daems (pictured left) and Taylor James Oram (pictured right) to a few rounds of darts at Swingers in London. The pair are from Essex-based Cervello and arrived with fighting talk.

Of all the uncertainty surrounding the general election, one thing was so certain, Oram rose an absolute champ and creamed us all.

Auchterarder, June 2017

Our Citywire Scotland event certainly is a date for the dairy. Taking place in June this year, at the famous Gleneagles Hotel in Auchterarder, we were joined by market strategist Chris Watling, co-founder of Sustainable Finance Leo Johnson, design disruptor Leyla Acaroglu and comedian Dominic Holland.

Bhavna Koli and Leanne Dooley took the opportunity to showcase their coincidental matching outfits, an occurrence that happens way too often, and shows they probably spend far too much time on the road together.

London, June 2017

We launched our first Next Generation Forum this year, and were joined by 50 budding new professionals who were more than happy to show the world their fresh faces in an Oscar-style selfie to round up the day’s event. #WealthySelfie

Comment & analysis
Investment

FCA panel chair apologises to fund managers over interview comments

FCA panel chair apologises to fund managers over interview comments

Chris Sier, the chairman of the Financial Conduct Authority’s (FCA) institutional disclosure working group (IDWG), has apologised to the Investment Association (IA) for a perceived slur on the trade body in a newspaper interview.

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