Case study #8: Andrew Peters of Deep BlueAndrew Peters is a director and adviser at Deep Blue. How long have you been using IBOSS? We were one of the very early adopters in 2009; indeed,…
Case studies
Case study #8: Andrew Peters of Deep Blue
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Case study #7: Mark Perkins of CollperkinsMark Perkins is a Chartered Financial Planner and the founding director of Collperkins. How long have you been using IBOSS? We started to use IBOSS at the end…
Case study #6: Steve Pritchard of Perceptive Financial SolutionsSteve Pritchard is a director of Perceptive Financial Solutions and has over 30 years financial services experience. How long have you been using IBOSS? Since 2010. What services…
Case study #5: Alan Tytherleigh of Odyssey Wealth ManagementAlan is an Independent Financial Adviser and one of the Founders at Odyssey Wealth Management. How long have you been using IBOSS? In total, about three years. What…
Case study #4: Kate Pierce of Chadwicks IFA of ChesterA Chartered Financial Planner and a Fellow of the Personal Finance Society, Kate Pierce is a director of Chadwicks IFA of Chester. How long have you been using…
Case study #3: Sara Walker of Better Financial PlanningBetter Financial Planning specialise in wealth management, as well as retirement planning, and is based in Hampshire. Sara is a Manager / Senior Paraplanner with over 25 years’…
Case study #2: Rob Barron of Flourish Financial PlanningAlong with his other two Partners, James Tanswell and David Triggs, Rob founded Flourish Financial Planning in 2015. Based on the Bedfordshire / Cambridgeshire border, Flourish has been…
Case study #1: Matthew Wright of Financial ManagementFinancial Management is a team of planners based in Buckinghamshire. Matthew Wright is a Financial Planner with the practice, who has over 25 years’ experience. How long have…