Category Archives: News & Events

Ask questions, especially when you’re successful

Author Rasmus Ankersen tells IFAs at the New Model Adviser® 2016 conference why they should ask critical questions when they're successful to continue their upwards pace.

As “NMA of the year 2016” shortlisted nominees we were delighted to attend the NMA Conference and Awards. The prestigious event took place at the Park Plaza hotel, Westminster and our favourite speaker was best selling author Rasmus Ankersen who reminded us that it’s important to drive change even when it looks like there’s no […]

Happy Hogmanay

Thank you for a fantastic 2015. Throughout this year we have continued to provide the best available investment solutions and for the the fourth successive year we have been recognised as a New Model Adviser® UK Top 100 firm (Top 10 in Scotland).