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Citywire New Model Adviser’s Top 35 Next Generation Advisers is awarded to some of the best young planners in the profession.
Now in its seventh year, the list comprises those planners who are striving to better themselves through qualifications and training and giving a great service to their clients. This year’s list had a host of amazing achievements from helping clients retire early to launching their own firms.
It also contained some questionable first album choices.
Dale Kirkpatrick
Director, Modulus Financial Planning
Having co-founded Modulus Financial Planning 18 months ago, Dale Kirkpatrick has been very busy. His roles and responsibilities have ranged from running and managing the business to marketing and operations, looking after the technology as well as the company’s finances.
He has also overseen the switch of client technology systems and launched a new webinar, all while continuing with his role as a chartered financial planner.
One of the firm’s aims is to improve financial education, so Kirkpatrick regularly makes free videos and content about financial advice for those who want or need it. Through this content, Modulus has covered a lot of topics, including investing, tax wrappers, financial planning, and protection.
What has been your biggest investment mistake?
I have taken a punt on cryptocurrencies, as much as to show clients just how volatile they are. While I am down a healthy percentage, it was never much money, and it has demonstrated my point that it is a volatile, risky asset.