Profiles

• Standards International’s Paraplanner Standard™ sees first pass

  

  Reece Edwards, paraplanner at Hampshire Hill Group, has become the first person to attain The Paraplanner Standard™ certification, the new accreditation from Michelle Hoskin’s Standards International

• Technology profile: Nick Eatock, executive chairman, Intelliflo

  

  Rob Kingsbury spoke to Nick Eatock, executive chairman, Intelliflo, about how back-office technology is developing using gaming software and the technology company’s plans for overseas expansion

• CashCalc founder Ray Adams talks cashflow software and automated advice

  

  Ray Adams is developing Cashcalc to give advisers greater control of their market and sees automated advice as an opportunity advisers should embrace

More Articles

• Keith Butten – The kind person we want to join us

  

  Keith Butten, director, MDG-MK, explains the ethos of the firm and the kind of advisers, paraplanners and administrative staff they are looking to join them

• What does it take to lead an adviser business?

  

  Running your own business can be tough. ABR talked to adviser business leaders about the key attributes they believe are needed to be a success.

• MDG-MK profile part II: The firm’s fee and charging structure

  

  Keith and Josh Butten explain their firm’s fee and charging structure, which is based on a tri-party benefit for everyone involved in the business

• How MDG-MK is building in growth and transitioning from father to son

  

  Keith and Josh Butten have positioned their firm, MDG-MK, for steady highly profitable growth as well as a controlled transition of the business from father to son

• Transitioning a business from retiring to new directors

  

  Eldon Financial Planning is gradually transitioning the business to a new set of hands. We talked to Gemma Siddle, director of Client Services, about the development and buyout of the business

• Rebecca Taylor talks target markets, younger savers and the impact of robo-advice

  

  ABR talks to Rebecca Taylor, former president of the IFP and managing director of Aurea Financial Planning about the firm’s target market, encouraging younger generations to start saving and the impact of robo-advice

• Jones Hill is aiming for business growth and 80% revenue from retained clients

  

  Brian Hill has worked to turn Jones Hill into a lifestyle financial planning firm. He tells ABR how the business has evolved and about his growth plans for the business

• 3-pronged marketing part of Mather & Murray Financial’s ambitious expansion plans

  

  Mather & Murray Financial founder and director Samuel Mather-Holgate talks to ABR about its three-pronged marketing campaign and the firm’s ambitious expansion plans

• 10 years on: Fingerprint FP has grown through ‘steady, sustainable growth’

  

  Kent-based Fingerprint Financial Planning celebrates its 10 year anniversary and is looking to expand further

• Karen Cooper is going back to her roots with her new business

  

  Karen Cooper is returning to her roots with the re-establishment of Dartmouth-based family business Chadwick Financial Management – but this time with a twist