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MM Profile: Andrew Whiteley
Spurred by the early discovery that he did not like selling other people’s products, the director of Provisio and partner of Assetfirst has gone on to prove that an independent streak can stand you in good stead Interview by Rachael Adams
MM Profile: James Dean
By working alongside IFAs wanting to service clients who fall outside their business model, Decide2 managing director explains how the firm’s brand of focused or flexible advice presents the advice gap as an opportunity Interview by Natalie Holt
MM Profile: Steve Martin
Smart Financial Planning managing director and head of the North-west branch of the IFP on why the world is finally coming round to his way of thinking.
MM Profile: Stephen Gay
The Association of British Insurers’ new director of life, savings and protection believes the industry must learn lessons from the past and be prepared to act quickly when important issues appear on the radar Interview by Tom Selby
MM Profile: Jon King
The managing director of More 2 Life believes equity release has turned the corner after a grim few years and says a combination of product innovation, new funding sources and Ship’s continued efforts will see the market flourish Interview by Gregor Watt
MM Profile: Gill Perry
The winner of the Money Marketing Paraplanner of the Year award says her role is a collaborative one and she fears that advisers choosing not to use paraplanners will be without the support they need to meet the demands of the RDR Interview by Rachael Adams
MM Profile: George Higginson
Sesame Bankhall’s chief executive officer has a reputation for delivering big changes and he is developing a series of ambitious solutions to cater for independent and restricted advisers Interview by Rachael Adams
MM Profile: James Bolton
The managing director of the newly crowned Money Marketing IFA of the Year sees the main problem facing the firm as being able to take advantage of all the opportunities available and is aiming to grow the business by 20 per cent a year
MM Profile: Keith Churchouse
In 2004, the director of Chapters Financial used his background in banking, mortgage broking and independent financial advice to go it alone and now, with a new name, staff and ideas, he plans to expand business into new territory and make the most of opportunities resulting from the RDRInterview by Rachael Adams
David Ferguson
The chief executive of Nucleus believes a significant chunk of investments will find its way on to platforms in the next decade and the industry is unquestionably on the path to unbundled charges Interview by Rachael Adams
MM Profile: Noel Maye
The chief executive of the US-based Financial Planning Standards Board says it is crucial that consumers can identify qualified advisers but rather than categorising advice, he believes there should be more emphasis on competence Interview by Rachael Adams
MM Profile: Ivan Lyons
The Investment Solutions director on why IFAs should concentrate on what they are good at rather than trying to change the world, why he is looking forward to the RDR and his plan to run 100 marathons before he hits 50 Interview by Rachael Adams
Robert White
The managing director of Durell Software taught himself programming to produce computer games and built a successful company but when the gaming business changed he turned to writing fully integrated software for the financial services sector with the aim of making it clear and simple to use Interview by Rachael Adams
MM Profile: Cathi Harrison
The founder of Para-Sols set up her outsourced paraplanning business to meet demand from recession-hit IFA firms who did not want to take on extra staff and now she is looking to widen her services to small firms with a recruitment consultancy Interview by Rachael Adams
MM Profile: Russell Higginbotham
Swiss Re’s chief executive officer for the UK and Ireland has had a cosmopolitan career and believes the UK could learn from Australia on regulation and pensions Interview by Rachael Adams
MM Profile: Jane Vass
The head of public policy at Age UK believes the ageing population should be viewed as an opportunity rather than a problem and she is pressing for social care reforms and other changes to improve the quality of life for older people Interview by Rachael Adams
