Stephanie Ulm

Stephanie, a consultant at MRM, joined the team straight from the University of Bristol, having completed her BA Hons in Economic and Social History.

She brings to MRM an eagle eye for detail and a fiercely analytical mind, which have been put to great effect across a range of client accounts.

Steph on Twitter: twitter.com/stephulm_mrm

Steph's latest posts:

Cofunds unveils online retirement solution

Cofunds, the independent platform for financial planning has today launched the Cofunds Pension Account.  This fully integrated online pension provides further choice and flexibility for advisers and their clients when planning for their retirement.
The new account gives advisers access to a cost effective, straight forward, collectives-only pension wrapper.  With an entirely online application and ongoing [...]

Advisers get to grill fund managers at Cofunds spring PLATFORM conference

Advisers will have the opportunity to grill fund managers in a Q&A panel discussion at the upcoming Cofunds spring conference in Bristol on the 10th March.
As part of the conference, advisers will have two opportunities to put questions to the attending fund managers in sessions chaired by Brian Tora of the Tora Partnership. The list [...]

Our latest work: A cool way to show clients what Cofunds is and how it helps

Here’s some work that’s just been completed for Cofunds. It’s an animation that independent financial advisers (IFAs) and financial planners can share with clients to explain how its technology has transformed the way in which people can save for post-work life.
To bring the idea to life we worked collaboratively with design consultancy, [...]

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