Breaking the mould: How one adviser profitably serves younger clients

After cutting his teeth at several firms, including Close Brothers Asset Management, the Warrington-based Chartered financial planner branched out on his own to launch Work to Live Financial Planning in August. The one-man operation targets clients in the 27 to 47 age bracket, particularly the self-employed. "I work with high level corporates who are looking to leave the corporate world, small and medium business owners in the growth stage and freelancers and contractors," he says. "I think people reach a certain point in their lives and think ‘what's next', so it's helping them reach...