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Money Marketing - Previous Profiles
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http://www.moneymarketing.co.uk
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MM Profile: Andrew Whiteley
Spurred by the early discovery that he did not like selling other people’s products, the director of Provisio and partner of Assetfirst has gone on to prove that an independent streak can stand you in good stead Interview by Rachael Adams
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MM Profile: James Dean
By working alongside IFAs wanting to service clients who fall outside their business model, Decide2 managing director explains how the firm’s brand of focused or flexible advice presents the advice gap as an opportunity Interview by Natalie Holt
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MM Profile: Steve Martin
Smart Financial Planning managing director and head of the North-west branch of the IFP on why the world is finally coming round to his way of thinking.
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MM Profile: Stephen Gay
The Association of British Insurers’ new director of life, savings and protection believes the industry must learn lessons from the past and be prepared to act quickly when important issues appear on the radar Interview by Tom Selby
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MM Profile: Jon King
The managing director of More 2 Life believes equity release has turned the corner after a grim few years and says a combination of product innovation, new funding sources and Ship’s continued efforts will see the market flourish Interview by Gregor Watt
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MM Profile: Gill Perry
The winner of the Money Marketing Paraplanner of the Year award says her role is a collaborative one and she fears that advisers choosing not to use paraplanners will be without the support they need to meet the demands of the RDR Interview by Rachael Adams
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MM Profile: George Higginson
Sesame Bankhall’s chief executive officer has a reputation for delivering big changes and he is developing a series of ambitious solutions to cater for independent and restricted advisers Interview by Rachael Adams
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MM Profile: James Bolton
The managing director of the newly crowned Money Marketing IFA of the Year sees the main problem facing the firm as being able to take advantage of all the opportunities available and is aiming to grow the business by 20 per cent a year
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MM Profile: Keith Churchouse
In 2004, the director of Chapters Financial used his background in banking, mortgage broking and independent financial advice to go it alone and now, with a new name, staff and ideas, he plans to expand business into new territory and make the most of opportunities resulting from the RDRInterview by Rachael Adams
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David Ferguson
The chief executive of Nucleus believes a significant chunk of investments will find its way on to platforms in the next decade and the industry is unquestionably on the path to unbundled charges Interview by Rachael Adams
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MM Profile: Noel Maye
The chief executive of the US-based Financial Planning Standards Board says it is crucial that consumers can identify qualified advisers but rather than categorising advice, he believes there should be more emphasis on competence Interview by Rachael Adams
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MM Profile: Ivan Lyons
The Investment Solutions director on why IFAs should concentrate on what they are good at rather than trying to change the world, why he is looking forward to the RDR and his plan to run 100 marathons before he hits 50 Interview by Rachael Adams
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Robert White
The managing director of Durell Software taught himself programming to produce computer games and built a successful company but when the gaming business changed he turned to writing fully integrated software for the financial services sector with the aim of making it clear and simple to use Interview by Rachael Adams
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MM Profile: Cathi Harrison
The founder of Para-Sols set up her outsourced paraplanning business to meet demand from recession-hit IFA firms who did not want to take on extra staff and now she is looking to widen her services to small firms with a recruitment consultancy Interview by Rachael Adams
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MM Profile: Russell Higginbotham
Swiss Re’s chief executive officer for the UK and Ireland has had a cosmopolitan career and believes the UK could learn from Australia on regulation and pensions Interview by Rachael Adams
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MM Profile: Jane Vass
The head of public policy at Age UK believes the ageing population should be viewed as an opportunity rather than a problem and she is pressing for social care reforms and other changes to improve the quality of life for older people Interview by Rachael Adams
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MM Profile: Steve Groves
Partnership’s chief executive believes the impaired annuity sector is the growth market for the future and says widespread adoption of risk-scoring will also benefit the company’s long-term care and equity-release business Interview by Rachael Adams
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MM Profile: David Dunn
The founder of website makingsenseofyourretirement.com says he wanted to create a service where all the information is one place but is adamant that he does not want to replace IFAs Interview by Rachael Adams
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MM Profile: Gervais Williams
Joanne Ellul interviews MAM Funds managing director Gervais Williams.
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MM Profile: Karen Mccaffrey
JLT Wealth Management’s managing director believes even the aspects of the RDR that are generally viewed as negative can benefit independent advisers as common ground on charging and transparency increases the number of people likely to be seeking advice Interview by Rachael Adams
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MM Profile: Shirley Hylands and Lucy Matthews
Two directors at Rowanmoor Pensions believe the firm will prosper amid the pension and regulatory upheaval as it offers a balance of high tech and personal service. Interview by Rachael Adams
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MM Profile: Simon Ellis
Legal & General Investments managing director Simon Ellis says L&G was a sleeping beauty when he joined the firm but it has started to wake up and he feels the industry is now regarding the company as a serious contender Interview by Rachael Adams
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MM Profile: Martin Shaw
The chief executive of the recently created Association of Financial Mutuals feels his whole career has been leading to his current position Interview by Rachael Adams
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MM Profile: Deen Sanders
The chief professional officer of the Financial Planning Association of Australia launched a professional regulation suite that created a template for Australian financial planning and now he is looking to roll out a similar model worldwide Interview by Rachael Adams
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MM Profile: Ed Rosengarten
Eden Financial’s head of asset management wants to create a multi-strategy fund business based on boutique values.
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Herschel Mayers
The honest truth is I went for a vocational guidance test at my university and they said I was suited to be an actuary. I am not sure if that is a good or bad thing,” says PruProtect chief executive Herschel Mayers.
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MM Profile: David Bell
Retirement Solutions’ chief executive used to run a casino and now he is betting on the at-retirement specialist to prosper in its niche market with its focus on third-way products Interview by Rachael Adams
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MM Profile: Ken Davy
SimplyBiz’s chairman explains how independent advice will remain the gold standard after the RDR Interview by Rachael Adams
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MM Profile: Graham Coxell
The new CEO of investment management and stockbroking firm Rowan Dartington is looking to bring the discretionary management business Signature closer to the Rowan brand.
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MM Profile: Tom Rampulla
Vanguard’s UK managing director believes the company’s no-load approach will attract advisers looking for value when they move to fee-based business after the RDR Interview by Rachael Adams
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MM Profile: Tom Ilube
The managing director of Callcredit consumer markets is setting up a new service called Noddle which aims to put credit information into the hands of the public and their advisers Interview by Rachael Adams
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MM Profile: Steve Bee
The director of Jargon Free Benefits believes his new venture will revolutionise IFA pension business models.
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MM profile: Paul Smee
The director general of the CML is ready to grapple with the FSA’s mortgage market review, the European loan directive and the property market.
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Lou Macari
From running his own restaurant to leading a financial services consultancy team may seem a big leap but Axa Wealth head of business believes the bottom line remains the same - productivity, streamlining and providing a good value product and service to customers Interview by Rachael Adams
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Amanda Clancy
The Life Cover For All partner says her own experiences with breast cancer mean she can empathise with clients over life cover concerns.
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Farley Thomas
HSBC global head of ETFs says a shift in the market towards low-cost, passive management is driving the phenomenal growth of exchange-traded funds and he believes the company can become a top 10 player in the European market by keeping its offering small and simple Interview by Gregor Watt
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David Barral
The chief executive of Aviva UK is determined to prove to doubting IFAs that the company is their friend rather than their enemy.
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John Ritchie
The chief executive of group risk firm Ellipse says he is determined to put automation at the heart of the business and hopes to prosper from the auto-enrolment reforms Intervew by Rachael Adams
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Roger Edwards
Bright Grey’s propositions director Roger Edwards feels the so-called ’gentle death’ of the protection sector is exaggerated.
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Lesley collins
The chief executive of Independent Women and Edinburgh Investment Consultants has made advising women about financial matters her unique selling point and the patronising comments only make her more determined. Interview by Rachael Adams
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Harry Kerr
The Avalon director blames a lack of interaction between smaller platforms and the FSA on the regulator’s lack of understanding about how they operate even though smaller platforms are a lot closer to IFAs than their bigger counterparts Interview by Sam Macdonald
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Mike Webb
Rathbones Unit Trust Management chief executive officer condemns the regulator’s controversial plans to ban cash rebates and warns that it will affect what share classes the company will offer Interview by Rachael Adams
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David Cooper
The director of marketing and distribution at Just Retirement says the firm’s annuity range helps advisers reach a broader base of clients and points to the huge potential of equity release on the back of the Dilnot report proposals Interview by Rachael Adams
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Richard Denning
Novia’s operations director knows dedication to client service is key to running a successful platform and now the company has been selected to build two platforms for Aegon it will test its bespoke proposition in the mass market Interview by Rachael Adams
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Michael holland
The managing director of Financial Express says the company is rebranding this week to unify the business and show that it has moved from being a firm that used to make the bricks to being the architects building the houses Interview by Rachael Adams
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Adele Gritten
The financial services sector is in a period of flux and YouGov’s head of media and financial services is encouraging IFAs to engage younger customers with online forms of communication and to overcome lack of trust by giving a human face to an industry that has become depersonalised Interview by Rachael Adams
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Graham cross
The managing director of Helm Godfrey oversaw the company’s first step into the corporate advice market and is well placed for opportunities coming up from auto-enrolment Interview by Rachael Adams
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Mark hodges
The Aviva UK chief executive has been with the same company all his career and has been reshaping the business in the last five years, bringing increased sales, and he is particularly proud of the improvement on the protection side, helped by a poignant television ad campaign Interview by Rachael Adams
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Craig donaldson
Metro Bank is bringing some much-needed competition into the moribund UK retail banking sector and its CEO believes a traditional banking model with a focus on customer service will see it succeed in its long-term aim to win one million customers and expand into buy-to-let and shared equity markets Interview by Rachael Adams
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