Tag Archives: financial advisor
“Fickle footballers are fiscal flops” – sounds like they need a financial friend.
Such are the laws of supply and demand, that top financial advisors are happy to turn away the nouveau riche professional footballer in favor of the ancestrally wealthy. Timothy Whiting of Timothy James and Partners tells Financial Advisor “The thing … Continue reading
Can SJP move from wealth manager to trusted advisor?
The value of SJP’s total assets under management increased to £179bn, up from £154bn a year ago, owing to strong investment performance. SJP takes revenue from assets under management, its partners and associates are paid from the annual management charges. … Continue reading
Can SJP move from wealth manager to trusted advisor?
The value of SJP’s total assets under management increased to £179bn, up from £154bn a year ago, owing to strong investment performance. SJP takes revenue from assets under management, its partners and associates are paid from the annual management charges. … Continue reading
IFAs are right to be worried
The FCA has written to the top 20 “national” firms with a questionnaire that probes what percentage of their clients are actually getting an annual review (and how many of them are paying for a service they aren’t using). Membership … Continue reading
SMEs pay for pension advice -but not to IFAs
One of the oddest aspects of auto-enrolment is the disappearance of the IFA. There are exceptions of course but when it comes to the core enterprise of the IFA, advising , implementing and nurturing workplace pensions, the IFA is nowhere … Continue reading
Posted in pensions
Tagged auto enrolment, FCA, financial advisor, IFA, pensions, Retirement, TPR, Wealth, wealth management
6 Comments
From minor to major – writing for the public’s harder than blogging on this!
Occasionally I am asked to write for a wider public than the people who read my blog and when I do , I scare myself. Many of my blogs struggle to get 178 readers so to get 178 comments on … Continue reading →
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