What our clients think...
“We have a strong idea of where we want to move the business. What the masterclass programme will offer is to help us actually do it. Of that I am absolutely convinced. I think Nick is an outstanding trainer, whilst David has been where we are now & transformed his IFA business. I think the combination is powerful. They also offer the money back guarantee; however I will be disappointed not to increase my business by at least 20x the cost of the programme.”
Martin J Hill BSc (Hons);CFP;APFS
Chartered Financial Planner
TWP Financial Planning
Meet The Team
Nick Peters - Head Coach
Nick is Managing Director of Individual Portfolio Freedom Ltd a company specialising in syndicated property within SIPPs. He has over 20 years experience within the retail pension market. In addition Nick has been a platform speaker on the subject of IFA practice change management at numerous conferences including Money Marketing Live, as well as being a keynote speaker for a Major UK Life Company during their national roadshows.
Nick frequently writes for both national and trade publications on the need for change in the Profession and over the past 6 years has been heavily involved in the coaching of, and assisting IFA's change their business models.
David Rowley - Coach/IFA
Coach and Personal Wealth coach for Essential Advice Ltd, David is a graduate of the original Masterclass programme. He heads a highly successful business and has changed the model to offer a 'Retainer Fee' based option to clients with spectacular results, bringing embedded value to his practice in the process.
David has been asked to speak at a number of conferences and events for both Service Providers and Insurance Companies. He is frequently quoted in the trade and national press and his company profile has been featured twice by Citywire as an example of a 'New Model' practice. For the past 2 years he has worked closely with Nick to bring the Masterclass Programme to the adviser marketplace.
To view David's LinkedIn profile please click here
Jo Gregory – Virtual P.A.
Jo Gregory from JG Virtual is a local Virtual Assistant providing secretarial and administrative assistance to New Adviser. With over 20 years business management experience she provides excellent support to our board and coaching team keeping systems organised, co-ordinating the booking of events and workshops and maintaining contact with delegates. For further information on her flexible PA service please visit www.jgvirtual.co.uk
New Adviser Ltd have a bank of 'NEW MODEL' IFA Coaches who are delighted to share their experiences, whilst implementing change to their model, through the MASTERCLASS Programme. These include:
- Graham Ponting
- Ken Moore
- Phil Goodenough
- Phil Taylor
- Nick Bamford
- David Crozier CFP
With more joining as the word of New Adviser Masterclass spreads!
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