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Wells Street Journal: MM hack bores adviser…in Ibiza!

Ibiza may be known more for neon raves and reckless hedonism than for its financial networking opportunities.

But that failed to deter Tessa Norman, a hack at WSJsister title Money Marketing, from seeking out financial advisers while holidaying with friends on the White Isle last week.

The Wells Street Journal hears that while fraternising with a Welsh rugby team at a poolside bar, she shunned younger members of the group to chat to a middle-aged MM reader about the regulatory issues affecting advisers.

Ignoring the charms of other members of the team – no mean feat given they included a Ken doll lookalike named “Scotty the hotty” – Norman spent a good half-an-hour discussing the intricacies of the RDR and the Financial Services Compensation Scheme with Gary Lewis, managing director of Swansea-based IFA GSL Financial.

Rumours that Norman took a copy of MM to the clubbing mecca as poolside reading remain unconfirmed.

This comes after the WSJ exposed Samuel Dale, a former MM hack, for tweeting about the Mortgage Market Review while he was supposedly travelling the world.

New MM editor Natalie Holt is understood to have raised concerns about her team’s apparent inability to engage with society outside of the financial services industry.


Wells Street Journal: The adviser who inspired Thin Lizzy

Readers editor of WSJ sister title Money Marketing Robert Reid sent shudders round the music world last week by pronouncing that ‘The Boys are Back in Town’ by 70s rockers Thin Lizzy was written about himself and friends as young men. Speaking at ex-MM editor Paul McMillan’s leaving party, Reid claimed his devilish good looks […]

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FCA: Senior managers waking up to compliance risks

The FCA has seen a “sea change” in the attitudes of senior management to regulatory conduct, says FCA director of supervision Clive Adamson. In a speech at the FCA’s general insurance conference in London yesterday, Adamson said that across the financial services industry conduct is now “very firmly on the agenda” of executive management and […]


Atkinson Bolton and Kudos re-branded under Mattioli Woods name

Advice firms Atkinson Bolton Consulting and Kudos Financial Services have rebranded under the Mattioli Woods name. Employee benefits specialist Kudos was acquired by the wealth management and employee benefits firm in in 2011. High-profile adviser business Atkinson Bolton, winner of Best Tax and Long-Term Savings Adviser at this year’s Money Marketing awards, was acquired in […]


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