Items with the tag: Press Release

Diary of an Adviser: Ross Jefferies - FT Adviser

Young Investor Press Release

Monday

Monday morning is usually when we would have a team meeting to set us up for the week, talk through ongoing items and go through our calendars. But as there...

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MILLENNIAL MATTERS - How financial services (and others) can engage with the next generation

Young Investor Press Release

SPOTLIGHT ON… ROSS JEFFERIES, PANORAMIC WEALTH MANAGEMENT

In our latest Spotlight feature, we speak to Ross Jefferies, financial adviser at Tunbridge Wells-based firm Panoramic Wealth Management, about a millennials-only networking event he is...

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The Southern Network - CII Newsletter

Young Investor Press Release

Inflation rise seen as a threat

Business Protection Press Release

New Model Adviser challenge IFA firms to some Table Tennis

Young Investor Press Release

New Model Adviser Magazine, more specifically Ian, Leanne and Bhavna challenged both Rob and I to table tennis at Farringdon's Bounce. 

The main reason behind the occasion was for the magazine...

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Panoramic Wealth Management Breakfast Networking - 28th April 2017

Young Investor Case Study Press Release

The most recent instalment of Panoramic Wealth’s breakfast networking was held at Framptons with current business connections as well as a lot of new faces from in and around Tunbridge...

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5 Things I've Learned

Young Investor Press Release

Article from Zurich's Advice Matters Magazine, January 2017

1. ACCEPT HELP -

I’ve been in this profession for just over two years and although it isn’t easy to break into, the majority...

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Subbuteo Tournament 9th December 2016

Personal Wealth Press Release

One hundred years ago, Peter Adolph had just been born. He went on to invent Subbuteo in his home town of Langton Green not realising that there would still be...

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Brexit - Times of Tunbridge Wells

Press Release

Gary Jefferies: MD of Panoramic Wealth Management

Despite the fact that Tunbridge Wells voted to Remain, as it is not yet an ­independent EU state our clients and the area will...

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‘With DA you’re in control’

Personal Wealth Business Owners Press Release

Gary Jefferies puts the case for non-membership of networks

When selecting the route for authorisation, the maturity of the business may have a larger bearing on your options.

The decision of opting...

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New group reinforces town’s position as the networking capital of Kent…

Personal Wealth Press Release

Panoramic Wealth's Inaugural Network Forum

Despite its relatively small size Tunbridge Wells is home to almost 20 networking groups dedicated to promoting local businesses.

And now another one has been added to the...

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Kent IFA plans robo-advice roll out

Young Investor Press Release

Kent-based Panoramic Wealth Management is set to roll out a robo-advice proposition.

Managing director Gary Jefferies (pictured) said the service should be ready to go in six months and hopes it will...

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Players get a kick from Subbuteo at charity tournament in Tunbridge Wells

Press Release

Flick Off

With all the fervour of nine-year-old schoolboys, grown-up players battled for four hours in a charity Subbuteo tournament in Tunbridge Wells.

Playing host to the hotly-contested games was Panoramic Wealth...

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Town Businesses face shock rate rise bill in the New Year

Press Release

Retailers and businesses across Tunbridge Wells are set to be hit by a massive hike in rates during the coming year in what has been described as the ‘biggest change’...

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Industry calls for product revolution post-pension freedoms

Pension Freedom Press Release

Twenty months ago Chancellor George Osborne turned the world of pensions on its head. But advisers say provider product development is still yet to make the most of the opportunities...

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Jefferies has Panoramic Vision

Press Release

Gary Jefferies has left H&D Wealth, where he was an adviser, to launch his own firm, Panoramic Wealth, in Tunbridge Wells.

“I want to try and help clients along their journey” said... Read more

How do we stop pension freedoms becoming the next big financial scandal?

Pension Freedom Press Release

When the Government pushed the door wide open for those aged 55 and over to draw their retirement savings with impunity there was no corresponding initiative to promote affordable independent...

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New Wealth Management company is a family affair

Young Investor Press Release

A father and son have launched a new wealth management firm aimed at targeting younger investors.

Gary Jefferies and his son Ross believe these investors are often ‘ignored’ by mainstream firms...

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Jefferies goes Panoramic

Press Release

A former director of Sofa (which later rebranded as the PFS) has unveiled his new website shortly after rebranding his advisory firm.

Gary Jefferies, Managing Director of Kent-based Panoramic Wealth Management,...

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Panoramic launches as DA firm – with son on team

Press Release

A former Society of Financial Advisers (now PFS) director has gone directly authorised, rebranded his firm and brought his son on board to help meet the needs of younger clients.

Gary...

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Fresh faces: Ross Jefferies of H&D Wealth

Press Release

With many advisers wondering how to bring new blood into the profession, one IFA has brought his own son into the fold.

Ross Jefferies, son of Gary Jefferies, director of Tunbridge...

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Tunbridge Wells IFA backs youth with apprenticeship

Press Release

Tunbridge Wells-based H&D Wealth TW has taken on Director Gary Jefferies’ son as an apprentice.

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