'Don't try to rule the world': Life through the lens of IFA Yvonne Goodwin

‘Don't try to rule the world': Life through the lens of IFA Yvonne Goodwin

Laura Miller
clock • 9 min read

Yvonne Goodwin Wealth Management founder Yvonne Goodwin on why she is a firm believer in bespoke, the importance of having a hiring philosophy and how she could have ended up on the checkout at Morrison's.

Lead generators that promise the earth have met their match in Yvonne Goodwin. She currently has 73 clients and doesn't want any more, thank you very much. "Don't try to rule the world," she says. "We're happy with the number we have. When we first started [in 2007] we wanted 100 but to reach that now we'd have to take on more staff and I would have to supervise them which would add to my workload." Goodwin (pictured) is evidence that the long heralded death of the small IFA is exaggerated. With her as the sole adviser - and just three other members of staff - Goodwin's Leeds-based fi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Average pension transfer took just 11 days at tax year end

Average pension transfer took just 11 days at tax year end

Origo says transfer times decreased around tax year end with half taking seven days or less

Jasmine Urquhart
clock 17 June 2025 • 2 min read
Reeves eyes IHT U-turn as non-doms 'plan to leave'

Reeves eyes IHT U-turn as non-doms 'plan to leave'

‘Exodus’ fears continue to grow

Sahar Nazir
clock 17 June 2025 • 1 min read
'Not an adviser problem': Industry cites regulation as main advice gap cause

'Not an adviser problem': Industry cites regulation as main advice gap cause

‘The regulator caused it, they should fix it’

Isabel Baxter
clock 17 June 2025 • 2 min read