Let me tell you about a colleague. We’ll call him Nigel. I wonder how many other financial advisers exhibit similar characteristics to him when it comes to the circulation of the trade press. I can tell it is either a Monday or Thursday as the reverberating sound of free trade press publications still in their […]
Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]
Police have arrested a 60 year old currency trader over suspicions of a global Ponzi scheme.
The news Sesame Bankhall is to close its investment adviser network has led some to call into question the network model and imply the directly authorised route is the only option for advisers. I allow myself a wry smile when I read these comments, which are often made by individuals who have enjoyed long careers […]
Mark Martin, Head of UK Equities, Neptune Brexit negotiations have weighed on consumer confidence. After several years of high levels of consumer confidence, cracks have emerged as house price growth in many regions stalled and the Bank of England raised interest rates for the first time since 2007. The rise in rates appeared to reflect the […]
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