Taking the helm

adviser profile

Professional Adviser
clock

Bruce Wilson, founding managing director at Helm Godfrey, talks to Christopher Salih about his route into finance and how his belief that money leads to personal freedom drives him when helping clients make decisions about their money

How did you get involved in the Nucleus wrap? We had been talking to Paul Bradshaw, who is now chairman at Nucleus, for some time about various possibilities, all of which were part of his plan to develop an adviser proposition. Initially Paul, myself and a couple of other advisers were planning on buying into an Aim company and when, for various reasons, that never happened, wrap was next on the agenda and we've never looked back. The whole wrap platform was a drawn-out process and nothing more than an idea for some time - especially when you consider our first conversation with Paul came...

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 uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •