Latest

Ian takes on a killer climbing challenge

Earlier this year, Ian set off on an epic adventure to climb Mount Kilimanjaro to raise money for Lionsraw charity. I’m An Adviser caught up with Ian after he’d made it safely back down to find out about this once in a lifetime experience.

15 November 2019

Keith Jackson's journey of remembrance

As far back as Keith Jackson can remember, he was playing with toy soldiers and watching war movies with his dad. When the time came, Keith served in the Royal Navy for eight years. 

11 November 2019

Nicola's pastime is POLES apart from her day job

Nicola Goody works in a busy advice firm during the day but in her spare time, she’s passionate about pole dancing!

05 November 2019

You won't BEE-lieve what Colin does in his spare time!

"I think there is a mutual respect between beekeepers and their bees."

15 October 2019

Our very own motorcycle Champion

Trevor’s love of motorcycle racing started way back in 1976 and spans all the way to today. There’s been highs, lows, and a whole lot of speed in between.

26 September 2019

All the world's a stage, at least for adviser Lee

While Lee Johnson heads up the successful Simply 1 Financial Services Ltd, for him, there just ain’t no business, like show business!

26 September 2019

Simpson Kelly: Investing in people and technology

During the last 12-months, Directors Darren Kelly, Gary Simpson and Craig Watson of Simpson Kelly have been on a journey and undergone real transformation, spurred on by their investment in people and technology.

25 September 2019

Not all heroes (or advisers) wear capes

In the picturesque setting of Cornwall, you’ll find James Sculthorp-Wright. By day, he’s a financial adviser and company director but, by night (or, rather, in his spare time) James is a St John Ambulance Community First Responder with the South Western Ambulance Service Foundation Trust (SWASFT).

18 September 2019

The future is sweet

“We made a decision that going forward, we would NEVER meet clients physically face-to-face” We discussed what it’s like to run a remote advice firm with, Jane Hodges, Joint CEO of award-winning Money Honey.

17 September 2019

For the love of Rugby League

Kevin’s  not your average Rugby League fan. Over the past few years, he’s helped to raise over £50,000 for the charity, Rugby League Cares and he’s not stopping there!

16 September 2019

Travels with my father

This October, Jeremy Howe and his youngest daughter Zoe will be trekking The Great Wall of China to remember Gemma, daughter and sister, and raise money for a worthy cause close to the family’s heart.

03 September 2019

James puts his pedal to the metal!

For years now, James has been competing in some of the toughest cycling competitions in Europe combining epic distances with dizzying heights, the likes of which only the fittest can take on and survive!

30 August 2019

The perfect 'pick-up'

When he's not advising, Neil Sheekey of Broadgate Financial Management can be found with a grease rag and spanner in hand as he restores some pretty amazing cars back to their former glory.

03 July 2019

I want to be a racing driver when I grow up

A dream of many a boy, but not many actually go on to realise that dream, especially when they end up with a rather demanding day job, but that certainly didn’t stop David Frankland of Peterborough based advisory firm Ringrose Grimsley.

02 July 2019

Attention! There's an adviser on deck

From helicopter technician in the Royal Navy, to advising from a MOD base, Glyn Snelgrove is always ready to serve.

30 June 2019

He's football crazy, he's football mad

Simon Redhead, Managing Director of Edgbaston-based Wealth Solutions, a former semi-professional footballer, is used to keeping several balls in the air.

28 June 2019

Shona's pastime is music to our ears

Shona Barr of Affinity IFA in Ayrshire may be a retirement planning and investment specialist, but that’s not where her skills stop! 

27 June 2019

Where there's a West, there's a way!

Not content with advising, Helen West of West Financial Management somehow finds time to support a whole host of worthy causes – take a look for yourself.

26 June 2019

Broadgate champion local charities

Billingham based advisory firm – Broadgate – are never too far from the action when it comes to raising money for a good cause.

24 June 2019