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...
Read moreIn 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...
Read moreNew 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...
Read moreThe 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...
Read more1. ACCEPT HELP -
I’ve been in this profession for just over two years and although it isn’t easy to break into, the majority...
Read moreOne 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...
Read moreDespite the fact that Tunbridge Wells voted to Remain, as it is not yet an independent EU state our clients and the area will...
Read moreWhen selecting the route for authorisation, the maturity of the business may have a larger bearing on your options.
The decision of opting...
Read moreDespite 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...
Read moreManaging director Gary Jefferies (pictured) said the service should be ready to go in six months and hopes it will...
Read moreWith 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...
Read moreRetailers 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’...
Read moreTwenty 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...
Read moreGary Jefferies has left H&D Wealth, where he was an adviser, to launch his own firm, Panoramic Wealth, in Tunbridge Wells.
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...
Read moreA 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...
Read moreA 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,...
Read moreA 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...
Read moreWith 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...
Read moreTunbridge Wells-based H&D Wealth TW has taken on Director Gary Jefferies’ son as an apprentice.
Read more
