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Editor’s picks: 5 business profiles

Selected profiles of adviser businesses from the Adviser Business Review website

ABR regularly talks to adviser business owners and directors about their businesses, how they operate, how they are become developed, the practices they follow and their strategies for growth and ongoing success.

Here are five profiles that we published in the past few months.

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Rob Kingsbury

Editor, Adviser Business Review

LEBC – moving up the corporate food chain

Jack McVitie, Chief Executive of LEBC photographed in central London. Photo by Michael Walter/Troika

LEBC has a clear strategy and specific target markets in its sights, CEO Jack McVitie tells ABR editor Rob Kingsbury.

How I’m building my business – Carl Lamb, Almary Green

Lamb,-CarlFounded in 2001, Almary Green has grown from a local IFA to a regional firm with a growing national identity. Adviser Business Review talks to managing director and founder Carl Lamb about the opportunities and challenges he’s faced in building his business.

Niche targeting pays off for Whitewell Financial Planning

O'Connor Phil - Whitewell FPPhil O’Connor, founder of Whitewell Financial Planning and The Divorce IFA, works with those going through divorce. He tells Adviser Business Review why he chose this niche market, the challenges of setting up his own business and his plans for the future.

When you lose 80% of your primary revenue stream what do you do next?

Thomas, DAVIDWhen 80% of your primary revenue stream disappears almost overnight what do you do? You change tack and manage your way back to success. Rob Kingsbury talks to Chadney Bulgin’s joint managing partner David Thomas about how the company remodelled from an 80% mortgage driven business to an 80% wealth management firm that went on the acquisition trail. 

Our rebrand, fee structure and business model: Sovereign IFA

Hibbitt Mark (low res)As Sovereign IFA approaches its 25th anniversary, director Mark Hibbitt talks to Adviser Business Review about bringing in new clients, the decision to rebrand and the key to building a successful business model.

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