Items with the tag: Young Investor

MILLENNIAL MATTERS - Spotlight on.. The Bull Sessions

Young Investor Press Release

In this Spotlight, we meet the hosts of new millennial-centric podcast, “The Bull Sessions“. Find out why they think podcasts are such a vital medium for the 20 –...

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Engaging millennials should be more than a catchphrase

Young Investor Press Release

The ability to tap, touch, tilt, text and tap (that’s a Dodgeball reference for those that don’t get it) our phones has resulted in the most impatient generation so far.

At 22, I...

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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

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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What the Next Generation is bringing to the wealth world - Citywire's first ever Next Generation Forum.

Young Investor Personal Wealth Becoming a Client

22nd June saw the first Next Generation Forum event organised by Citywire. Ian Horne, Head of Audience Development at the magazine asked me if I would say a few words...

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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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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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Student Debt and Paying it off

Young Investor

Over 2 million students studying at University each year and tuition fees rising up to £9,000 per year, student loans and the future impact of the resulting debt is a...

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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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University vs Apprentice

Young Investor

Having point blank refused the idea of working for my old man for a couple of years, a family business ended up becoming a reality. As the large majority of...

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