Ex-Verso WM duo set up 'values-led' North West advice firm

Based in Liverpool, the firm predominantly serves clients in the North West and is an appointed representative (AR) of Corbel Partners. Speaking to Professional Adviser, the pair said they wanted to create an advice firm that was completely "values-led". "We have worked for a number of different firms and we've watched how the industry's changed, in a lot of cases for the better," Taft said. "But we still think there's a bit of a way to go, and there's always things that can be improved." When discussing the inception of Next Step Financial Planning, O'Neill stressed that it was...