Why Change Is A Good Thing

Presented by

Nick Bamford, Chartered Financial Planner, Chief Exec, Informed Choice Chartered Financial Planners

About this talk

The RDR is going to force change on the intermediary community. But in our experience change is much better if you force it upon yourself. The last six years have seen us change our business beyond recognition. No way did we get it right all the time and we haven't yet finished the job but I am happy to share our successes and failures with you. Nick is Chief Executive of Informed Choice Ltd a firm of Chartered Financial Planners based in Cranleigh, Surrey. Informed Choice is a family owned and managed business created in 1994 by Nick and his wife Andy who is Client Services Director. In 2003 they were joined by their son Martin who is now Managing Director. In 2000 Nick became a Board Director of SOFA and in 2001 was elected Vice Chairman. He was appointed as Chairman in 2002 and served in that position until SOFA merged with the Life Insurance Association (LIA) at the end of 2004 to form the PFS. He has subsequently served on the CII Examiners Committee and the Financial Services Skills Council Accreditation Committee. Nick is a Chartered Financial Planner and in November 2006 graduated from Napier University with a BA Hons Degree in Financial Services. He is often quoted in both the financial services and national press and has appeared on Radio and TV commenting on financial matters. Between 2004 and to date Nick has been reengineering the change of the business into one which looks robust in light of the Retail Distribution Implementation Programme. Fee charging, highly qualified advice and service orientation, backed up by a team of People, Systems and Processes, Brand values and building AUM His typical week is spent running the business, spending time with his grandchildren and trying to watch as much football and rugby on Sky Sports as he can possibly get away with!

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