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The Big Interview


Profile: Morningstar's Dan Kemp on why fund managers are like poker players

22 January 2015 | By Michael Berry

Morningstar’s Dan Kemp explains why great managers are like poker players and how investment banks undervalue theologians.

Comments (4)

Richard Graham MP

Profile: MP Richard Graham on buying into pension freedoms

15 January 2015 | By Sam Brodbeck

Conservative MP and former asset manager Richard Graham bemoans regulation that he says is holding back much needed innovation


Profile: Chadney Bulgin's David Thomas sets out his vision for PFS members

8 January 2015 | By Tessa Norman

The Personal Finance Society president sets out his stall for his year-long tenure 


Barry O'Dwyer: 'We are too good as an industry at having a pop at one another’

18 December 2014 | By Amanda Newman Smith

Standard Life’s managing director, adviser and workplace, on pulling together to solve post-pension reform advice problems 

Comments (4)

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Profile: 'Another piece of the jigsaw falls into place every time I have a consultation with someone'

11 December 2014 | By Amanda Newman Smith

New WMA chief executive Liz Field on her whirlwind first few months in the job 

John Pollock 2014

Profile: L&G pensions boss John Pollock on post-Budget challenges

4 December 2014 | By Sam Brodbeck

L&G Assurance Society chief executive John Pollock on the Budget bombshell and why the FCA needs to focus less on individuals and more on society

Comments (3)


Profile: Tony Yousefian looks back on an eventful year

28 November 2014 | By Sam Macdonald

Tony Yousefian takes stock on an eventful year for his CV


Profile: Tony Langham – 'Advisers and the Money Advice Service need each other'

20 November 2014 | By Samuel Dale

Lansons chief executive Tony Langham tells advisers not to be in constant conflict with the MAS and to spend more on lobbying

Comments (1)


Profile: Adviser Justin King on 'flogging policies' vs financial planning

13 November 2014 | By Tessa Norman

MFP Wealth Management managing director says advice without qualifications felt like being a second-hand car salesman

O Brien

Profile: Tenet's Mike O'Brien on the pension complaints time bomb

6 November 2014 | By Amanda Newman Smith

Pension reform is an opportunity and a struggle for the industry

Comments (1)


Profile: Malcolm Kerr on the importance of honest advice

30 October 2014 | By Tessa Norman

EY senior adviser Malcolm Kerr: “Sometimes you have to tell people a deal is ugly.”

Comments (2)


Profile: OMGI's Stephen Message on running £1bn at age of 25

17 October 2014 | By Sam Macdonald

Presented with a job at the age of 25, Stephen Message’s path to fund management is not an orthodox one


Profile: Pilot's Ian Thomas argues FCA should go faster on turning off trail

10 October 2014 | By Tessa Norman

Pilot Financial Planning managing director Ian Thomas discusses escaping the corporate world and finding his advice niche.

Comments (5)


Profile: Mike Balfour on why Thomas Miller Investment's acquisition of Broadstone is a big deal

2 October 2014 | By Amanda Newman Smith

TMI’s chief executive is preparing to integrate two businesses.


Profile: Richard Hobbs on the 'dull message' of advice and auto-enrol risks

25 September 2014 | By Tessa Norman

Regulatory consultant Richard Hobbs on compliance risks and influencing Government. 


Profile: Rowanmoor boss Ian Hammond on 50 years in pensions

18 September 2014 | By Amanda Newman Smith

Rowanmoor MD Ian Hammond reflects on his career in the “over-political and over-regulated” world of pensions

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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

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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.

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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)


Profile: Mike Seddon on the new platform rules and why the RDR has been good for the advice industry

5 June 2014 | By Amanda Newman Smith

Grayside Financial Services managing director and chairman of the Nucleus IFA advisory board talks about due diligence and thriving under the RDR.

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Peter Hall on the Bestinvest/Tilney merger and a springboard into fund management

29 May 2014 | By Amanda Newman Smith

Bestinvest’s chief executive talks about the merits of gaining a discretionary fund management business with brand recognition among IFAs


Profile: Chris Williams on why the advice gap is really an access to services gap

22 May 2014 | By Amanda Newman Smith

WealthHorizon chief executive Chris Williams talks about the potential for a simplified advice offering to meet mass market demand.


Profile: Foster Denovo's Matthew Mitten on the highs and lows of auto-enrolment

15 May 2014 | By Amanda Newman Smith

Secondsight partner Matthew Mitten discusses the opportunities and challenges of auto-enrolment for advisers and their corporate clients

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Phil Loney on Royal London's D2C push and why advisers remain at the heart of the provider's plans

8 May 2014 | By Tom Selby

Phil Loney discusses protection rip-offs, the Royal London rebrand and the challenge of trying to be different


Profile: Alan Smith on the merits of small firms and why restricted advice is like shopping in three aisles of a supermarket

1 May 2014 | By Amanda Newman Smith

Capital Asset Management chief executive and the winner of this year’s Money Marketing small adviser of the year award talks about life at a small firm with big ideas.


Profile: Lee Musgrave and Mark Betteridge on technological apathy in financial services

24 April 2014

The founders of software consultancy Precious Blue Dot say financial services firms have not shown much interest in investing in client facing technology but the increasing use of mobile devices will force a rethink.


Sue Lewis on delivering the Budget's retirement advice plan and why the independent and restricted labels are meaningless

17 April 2014 | By Tessa Norman

The FCA’s Consumer Panel chair shares her views on how to make the Budget pension reforms work for consumers – and has some strong words for advisers

Comments (3)


Steve Webb on taking on vested interests and why 'this was the moment'

10 April 2014 | By Tom Selby

Pensions minister Steve Webb discusses the challenges of coalition Government and the big pensions challenge for the next pensions minister.

Comments (5)


Gareth Marr: 'We have the regulator we deserve due to our past'

3 April 2014 | By Amanda Newman Smith

Money Marketing’s Outstanding Contribution to the Industry award winner recalls life before regulation.

Comments (6)


James Priday on running an advisory business and a D2C platform in tandem

27 March 2014 | By Michael Glenister

Prydis Wealth managing director has big plans to grow his traditional financial advice business but also has grand plans for the direct to consumer market.


Simon Crone on engineering a solution after Help to Buy

20 March 2014 | By Amanda Newman Smith

Genworth Europe’s Simon Crone says the private industry can step in when Help to Buy bows out and says he has plans to expand into the European market.


Chris Daems on blogging, his Unbiased awards and designing auto-enrolment in a box

13 March 2014 | By Amanda Newman Smith

Principal Financial Solutions director Chris Daems talks about building client relationships through blogs, being a double winner at the Unbiased awards and advising on auto-enrolment

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