This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.

The Money Marketing Profile

Cholwill-Martin-RLAM-2014 620x430.jpg

Profile: RLAM's Martin Cholwill on why cashflow is king and dodging the actuary life

11 September 2014 | By Michael Berry

Royal London manager Martin Cholwill’s UK Equity Income fund has collected £220m more cash than its nearest rival over the past year

Read more profiles

Critchley-George-True Bearing- 2014

Profile: George Critchley on online advice and why it's good for DFMs to talk to clients

5 September 2014 | By Amanda Newman Smith

True Bearing Chartered chairman George Citchley talks about filling the advice gap and outsourcing through discretionary fund management.


Profile: Bellpenny chief Kevin Ronaldson on recent deals and corporate politics

27 August 2014 | By Tessa Norman

Joining the financial advice sector at the age of 21, Bellpenny chief executive Kevin Ronaldson says he was considered something of a rebel

Ian Taylor

Profile: Transact CEO Ian Taylor on the platform's exit strategy

11 August 2014 | By Michael Glenister

Having blazed the trail for the UK wrap market 15 years ago, the RDR and its many unintended consequences are presenting fresh challenges for Transact as CEO Ian Taylor seeks his exit route.


Profile: MP Steve Baker on tax, freedom and ‘Kremlin-ology’ at the Bank of England

31 July 2014 | By Steve Tolley

Conservative MP Steve Baker says Government intervention in the economy is undermining freedom.

Comments (2)


Profile: Miton's David Jane reveals plans for his new funds

25 July 2014 | By Jon Yarker

In his first interview since joining Miton, David Jane speaks to Money Marketing  about pride and pragmatism.


Profile: Tony Boorman on judging complaints and the human side of the FOS

17 July 2014 | By Tessa Norman

FOS interim chief executive Tony Boorman on getting to the heart of complaints and modernising the ombusman

Comments (10)

Alistair Cunningham

Profile: Alistair Cunningham on specialising and why social media is like the man in the pub

10 July 2014 | By Amanda Newman Smith

Differentiation from other advisers is key for the Wingate FInancial Planning director. 


Profile: Pete Matthew on how advisers should use social media to raise them above the crowd

3 July 2014 | By Amanda Newman Smith

Jacksons Wealth Management managing director Pete Matthew says advisers have nothing to lose and everything to gain from social media.

Mike Thornton MP 700 x 450

Profile: MP Mike Thornton on guidance, automated advice and impossible targets

19 June 2014 | By Steve Tolley

Lib Dem MP and Work and Pensions select committee member says ‘there’s no such thing as guidance’.

Comments (1)


Profile: Claire Walsh on moving jobs and talking plain English

12 June 2014 | By Amanda Newman Smith

Unbiased winner Claire Walsh’s recent job move reunites her with the man who helped her into the advice industry

Comments (1)

Read more Profiles



MM leader: The huge costs of last week's big news

26 September 2013

Last week’s announcements likely to have a huge impact on the advice sector. 

Comments (1)


Tony Wickenden: Investment bonds deserve another look

26 September 2013

Investment bonds seem to have fallen out of favour since the RDR but for the right clients they still have their attractions.

Comments (1)

In case you missed it...

Will-deed-IHT-estate planning-700x450

Standard Life: Govt tax avoidance clampdown will hit mainstream IHT trusts

14 August 2014

Proposed changes by HMRC to the tax disclosure regime are a cause for concern.

Comments (1)


MM leader: Tackling the tough questions on Scottish independence

17 July 2014

In just two months’ time, the future of Scotland and the UK could be irrevocably changed.

Fund Data

Editor's Pick


Should the FCA relax pension transfer qualification requirements?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments