I'll do it my way: Three start-ups discuss charges, business models and the future of advice

Three advisers tell PA why they started their own firms

clock • 9 min read

More advisers are starting up their own businesses, looking for the freedom to run things their way. Here, three tell Carmen Reichman how and why they did it...

Lisa Laidler, co-owner, Cygnet Wealth West Yorkshire-based IFA Cygnet Wealth was founded last year by Lisa Laidler and James Rigby (pictured below) - both former investment advisers at Clydesdale Bank. The firm is part of the Sense network. Q. Why did you decide to launch your own business? Having researched, assessed and attended numerous interviews, we narrowed down our options to either join an existing regional company or launch our own business. We both felt that the only way we could continue to provide the level of service and advice we believed in to our clients was to ...

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