We are delighted that a growing number of our advisers have been featured as a ‘Cover Star’ in Citywire’s New Model Adviser.
Reading these profiles will allow you to see the high quality advisers we continue to attract to Sense, whilst learning more about some of our members’ businesses.
Andrew Day, Depledge Strategic Wealth Management
“Some say only big firms can afford low charges and small firms cannot be profitable without raising their fees. Not so, argues Andrew Day, director of Manchester-based Depledge Strategic Wealth Management”…click here to read more
James Wetherall, Wetheralls
“What better way to do that than to take a leaf out of New Model Adviser’s book, in fact this very feature, by publishing key business information on his website, using attention-grabbing graphics?”…click here to read more
Flora Maudsley-Barton, Parsonage Financial Planning
“Keen hill-walker Flora Maudsley-Barton, managing director of Parsonage Financial Planning, is steadily advancing in the advice profession, growing client numbers, assets and qualifications, and is using behavioural economics to guide her route to successful client investment outcomes”… click here to read more
Stuart Evans, Common Sense Financial Planning
“Stuart Evans, director of Common Sense Financial Planning, is transforming his five-year-old wealth management business into a financial life planning firm. Although his path to life planning has been unconventional – with roles at large organisations, such as Inscape (launched by Abbey National) and Teachers Provident (now Teachers Assurance), as well as roles in IT – Evans has based his business strategy on in-depth client conversations and financial planning”…click here to read more