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CEO Insight Q

Towry?

Taking a small local company and building it up to be one of the largest wealth advisers in the country. What I believe makes us stand out in a highly competitive market is that we are truly focused on helping our clients achieve their lifelong financial dreams.

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What lessons did you learn on your way to becoming a CEO?

Always recruit people who are more talented than you are. I believe that is important to find the most outstanding

About Towry

Towry is an established wealth advice business employing approximately 650 people in 18 offices across the United Kingdom, managing around £5 billion of discretionary client assets.

Towry is one of a small number of firms appointed by Camelot to provide holistic financial planning advice to National Lottery winners

We advise on the key areas of personal finance including pensions and retirement, inheritance tax planning and investments as part of our personal financial planning service.

Our aim is to help our clients to achieve their financial goals and make the right decisions about their financial future.

Towry’s investment management service is designed for clients with £100,000 or more to invest. We have an experienced investment management team who research investments from across the world to help clients achieve their objectives.

Towry is one of a small number of firms appointed by Camelot to provide holistic financial planning advice to National Lottery winners and has also been listed among Private Client Practitioner’s Top 25 Most Admired Companies for 2013.

Finance Monthly CeO AwArdS 2013 35 Contact:

Tel: 0844 856 5003 Email: info@towry.com Website: www.towry.com

What are your most important professional achievements at

specialists who use their passion and knowledge to improve the overall client experience.

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What are the key success factors and challenges for a CEO?

To be focused yet versatile. I think it is also important to be true to your core values and have a clear vision of what you want to achieve.

Do you admire another CEO or a leader (current or historical)? Why?

Steve Jobs. He gave customers what they needed, not what they wanted. He kept a simple philosophy throughout.

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How do you describe your leadership style?

Professional, inclusive and challenging. I feel that to get the most out of an organisation you need to give all employees the opportunity to voice opinions. A good sense of humour doesn’t hurt either.

How do you see the future of your industry?

As one that offers total professionalism. With the support of examining bodies and regulators, the wealth advice industry will continue to seek better outcomes for the end client.