Quotable quotes

We don’t do traditional scaled advice... but we do scale it in the sense that we just look at one or two things at a time, for simplicity. We don’t want people to be overwhelmed from the start, and that provides opportunity for more regular touch points and to work together to create the strategy… We don’t want people to need us forever. We want them to get an education and to build confidence.

Daniel Thompson

My message to anyone in the profession is to be yourself. It’s not the end of the world if you’re a little bit vulnerable and you talk about what’s important to you and what makes you different. Being yourself is almost like a litmus test on whether you’re in the environment you’re meant to be in; if there is a lot of push back, maybe it’s not where you’re meant to be.

Dawn Thomas

We advise our clients about their finances; about making money and being financially successful. Therefore, it’s incumbent upon us to look at ourselves and our businesses in the same way. Practically, we need to make sure that we are evolving with the times with respect to business models and ensure that we are getting the financial returns that we ought to for risking our capital.

Sam Perera

One of the things I want to work on going forward is building [the pro bono advice] community up so we can help more individuals that don’t think they can afford advice but really do need it... People forget to champion the great work advisers do on a day-to-day basis. Highlighting this kind of work shows the public how we can change lives while demonstrating the kind of people advisers are.

Nicola Beswick

I wanted to educate myself in this area of ethical investing to help these clients, but personally, I also found it really interesting, and I wanted to learn more… As advisers, it goes without saying that the solutions that we put forward to clients have to be about their preferences. We have an opportunity where we can lead by influence by showing clients and educating them about the power they have in their investments,

David Rae

Your advice practice shouldn’t be limited by your platform

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