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Advisers’ New Year’s resolutions and business aims for 2013

The Christmas period offers an opportunity to reflect on the year just gone and plan for the year ahead. Money Marketing talks to number of advisers to find out what their new year’s resolutions are and their all important business aims for 2013.

Jason Butler MM blog

Jason Butler, partner, Bloomsbury Financial Planning

“We’re already experiencing enormous growth, we just need to continue as we are. To form an orderly queue with new clients and the work that we’ve got. We just need to keep doing what we do and do it better.

“My new years resolution is to work less and work smarter.”

Alan Lakey MM blog

Alan Lakey, partner, Highclere Financial Services

“The aim for my businesses next year is to expand in the protection arena. I am hoping CI Expert will become a much bigger success than it is. It will be upgraded in January and there will hopefully be a bigger serge of interest.

“My new year’s resolution is to not take any rubbish from anybody. I’ve had my fill of stupidity in the last year. My other resolution is to be more patient. It’s a difficult middle ground.”

Jason Witcombe, director, Evolve Financial Planning

“We would like to add an extra building block on to the numbers we have already got. We would like to increase client numbers, increase turnover and profit and hopefully increase adviser numbers.

“I’m doing the London Marathon so my new years resolution is to do the level of training I need to do to get the time I want.”

Peter Chadborn, director, Plan Money

“Having introduced Plan Direct, our non-advised proposition with insurance solutions, our objective for 2013 is to introduce the next non-advised solution, perhaps investments or annuities.

“Having committed to participating in a sprint triathlon in September, my new years resolution is to incorporate a more disciplined approach to exercise and training.”

Dennis Hall, managing director, Yellowtail Financial Planning

“Our business year ends on 31 March, so we would like to break our income target for that. We’ve got three months of hard work ahead of us. We are also looking to re-launch our website.

“My new year’s resolution would be to finish the book I started writing about two years ago about bereavement and widows.”

Tom Kean Byline 160

Tom Kean, director, Thameside Wealth Management

“My new year’s resolution is to actually enjoy the stability that will no doubt follow all the turbulence of the RDR, but I won’t hold my breath!

“My aims for the business next year are to move to nicer offices and take on some more staff.”

Duncan Carter, director, Clearwater Financial Planning

“Our business aims up until when our our financial year ends on 31 March, are to achieve target income and profit per our business plan which will represent an increase of 15 per cent on 2011/12 and then repeat this in 2013/14. We are considering ISO2222 but haven’t yet finalised our thoughts on this.

“My new year’s resolutions are to get fit and to achieve the Certified Financial Planner accreditation.”

Jason Hollands, managing director, Bestinvest

“For the business our key priorities are to attract a decent share of those investors who are expected to part company with their existing adviser as a result of RDR into our execution-only service, to continue to enhance our web based tools, the role out of our new branding, further increase our penetration in the SIPP market and grow our wealth management business.

“We are moving house in January so my personal new year’s resolutions are to have proper plan in place around the work that will need to be done and a budget.”

Darius McDermott, managing director, Chelsea Investment Intelligence

“The main aims for the business is to maintain Chelsea’s position as a leading non-advised broker and hopefully grow the business post RDR. Also to see the final draft from CP12/12, which will give us some clarification as to the direction of our business.

“My new year’s resolution, as it has been since I joined the industry 17 years ago, is to get fitter.”


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There is one comment at the moment, we would love to hear your opinion too.

  1. Michael Lee Johnson 30th December 2012 at 9:02 pm

    Hi – Michael Lee Johnson here. Hope you had a great Christmas and all is well.

    My new years resolution is fairly quite epic, well, it’s more of a child-hood dream than anything else…

    I am going to be walking from Beijing, China, to London, England, writing a book and self-producing a micro-documentary about my life on the road.

    My entire journey will be tracked via GPS and plotted on to Google maps. You will be able to see where I am at any given moment in time. Through the use of 3G networks, multiple wireless HD camera’s and a lightweight laptop, I hope to be able to live stream some of my journey and produce a weekly web t.v series entitled, ‘On foot to Freedom’.

    – Regards, Mike.

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