Why Fixed Fees?
Part of my uniqueness is in the fact that I believe in fixed fees. This isn’t just a gimmick for initial fees with a percentage fee being sneaked in for ongoing fees – I genuinely believe that all financial advice …
Category: Technical Articles
The Hunt for Income
Recently I have been designing the firm’s Central Investment Proposition, and I ran into a perennial question. Where do we go for income these days? This is a question with many layers, and maybe it is worth starting with something …
Pensions and Spring Budget 2023
There was a Spring Budget today. Presumably this wasn’t news to anyone, but as far as pensions go, this one was fairly impactful, unlike many recent Budgets and Fiscal Statements where there was plenty of speculation but not much actual …
