Case studies

Case Study #10; Andrew Cook of Heritage Investments

Andrew Cook is a Director and Independent Financial Adviser at Heritage Investments based in Wimborne, Dorset. How long have you been using IBOSS? The decision to start using…

Case Study #9: Sue West of Hastings O’Loughlin

Sue West is a Chartered Financial Planner and Director at Hastings O’Loughlin Chartered Financial Planners, as well as a Fellow of the PFS. How long have you been…

Case study #8: Andrew Peters of Deep Blue

Andrew 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 study #7: Mark Perkins of Collperkins

Mark 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 Solutions

Steve 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 Management

Alan 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 Chester

A 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 Claass Financial Planning

Sara is a financial adviser at Claass Financial Planning with over 25 years’ financial services experience. How long have you been using IBOSS? “As a firm coming up…

Case study #2: Rob Barron of Flourish Financial Planning

Along 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 Management

Financial 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…