A holistic approach

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Successful financial advice firms must continually look for ways to improve both their operations and their services to clients, says Adrian Kidd, who has just joined start-up company the Unleash Partnership...

FEW of us enter a profession at the top floor - most of us start at the bottom and hopefully progress steadily upwards. This is certainly the case for Adrian Kidd who began his career in financial services at the tender age of 17 and who at the not-exactly-ancient-age of 33, is now a fully independent IFA about to join an exciting start up business with a national presence. More about the new venture in a minute but first let's backtrack and establish how Kidd got here in the first place. "I was 17 and straight from school when I joined Credit Suisse as a trainee. To be brutally hone...

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