Amanda Newman Smith

Amanda Newman Smith

Investment Uncovered: Brewin Dolphin on integrating advice and investment management

Brewin Dolphin group head of research Guy Foster explains how the company makes its investment decisions Do you take an in-house or outsourced approach to investment management? Historically, we are an investment firm, so the investment part of our proposition is central to what we do. Our clients benefit from financial advice integrated with investment […]

Profile: Magenta Financial Planning boss on encouraging more women to become advisers

Magenta Financial Planning managing director on the difficulties of diversity and promoting the profession There are a couple of misconceptions about Magenta Financial Planning. One is that it must be specifically targeting female clients because it has a pink logo; the other that because all its current staff are women, it must be a female-only firm. Not […]

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Getting the best from rebranding your firm

Rebranding your business is a big decision that should not be taken lightly but it can provide the fresh start some firms need. Here, three advisers share their experiences. Consulting a specialist Telford Mann was originally the financial planning arm of an accountancy firm, but was forced to change its name from Moore Stephens Financial Services […]

Profile: Smart Financial boss on his lifestyle planning lightbulb moment

Smart Financial chief executive on his lifestyle planning epiphany and how it led to his training academy  Before becoming a certified financial planner in 2005, Smart Financial chief executive Steve Martin admits to not having the skills and tools to join the dots between what people had and what they wanted. With the certificate, everything changed. […]

Is default drawdown a realistic proposition?

Default models have proved successful for accumulation but can the same be said for drawdown? When an idea works, it is natural to see if it can successfully be applied to something else. So it should come as no surprise that MPs are calling for default decumulation options to emulate the success auto-enrolment has had […]

Profile: Fiducia on really knowing your clients

Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]

Newell Palmer

Profile: Newell Palmer boss on keeping acquisitions simple

IFA Newell Palmer is growing through acquisition but group managing director Philip Stepp will not retain the staff of acquired firms. When Newell Palmer group managing director Philip Stepp founded the Midlands-based IFA 25 years ago, he had big ideas. Rather than create a lifestyle business and keep it small, Stepp was determined to grow […]

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“Go for it, but think carefully”: Advisers share experiences of opening new offices

Opening another office is a big decision for advice firms. If you’re considering branching your business out into a new location, what better way to prepare than learning from those who have done it before? Three advisers share their experiences. Like a start-up Scotland-based Carbon Financial Partners expanded into London at the end of last […]

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Profile: Clifton Asset Management on the ‘quiet crisis’ in Sipps

Clifton’s Adam Tavener on pension-led business funding and the crisis in the Sipp market There is a “quiet crisis” going on in the self-invested personal pension market, according to Clifton Group’s chairman Adam Tavener. Clifton specialises in providing services to SMEs through four business units – Sipp and small self-administered scheme subsidiary Morgan Lloyd; financial […]