Here’s To More Transparency
1st August 2017
Being subject to quite a lot of regulation already, there are some new rules about disclosing charges to clients being introduced in January 2018 that I am really looking forward to.
Here’s To More Transparency
1st August 2017
Being subject to quite a lot of regulation already, there are some new rules about disclosing charges to clients being introduced in January 2018 that I am really looking forward to.
Brexit: two weeks later
7th July 2017
Unsurprisingly the stock markets and currency markets have been volatile in the two weeks since the Brexit vote. Domestic politics has been equally volatile too.
The 2017 General Election
9th June 2017
The Conservatives won, but also lost. Labour lost, but also won. The SNP likewise lost, but also won. The Conservatives in Scotland won, but also lost. UKIP lost, but due to Brexit are still claiming they won. And Theresa May is under pressure to resign because she lost, but won’t because she won.
What would Warren Buffett say about Chatfield?
18th July 2015
Warren Buffett is widely admired as one of the wisest investors in the world. He also speaks a lot of common sense, which is surprisingly rarely put into practice when it comes to investing. We like to think he would have a lot of positive comments about our investment philosophy.
Rik Mayall’s IHT issue
29th April 2015
I am a big fan of Blackadder and Lord Flashheart, played by Rik Mayall, is probably one of the best characters in the whole series.
Clark and Lois – post consumption consumers
11th December 2014
I called some new clients in a recent meeting ‘post consumption consumers’, and had to immediately explain to them I meant they have everything they need and most of the things they want, except time.
The Wolf of Wall Street and recent stock market turbulence
17th October 2014
Early on in the film The Wolf of Wall Street, Leonardo di Caprio is taken out for lunch by a colleague who gives him the following advice…
What Google can’t do
23rd September 2014
Not only does Google do just about everything, most of it is free! It wouldn’t surprise me if they soon offered the Google Pension, Google ISA or even the Google bank account (though they would surely have to charge for some of these?).
There is no such thing as bad weather
9th September 2014
Maybe it’s an odd British attitude or maybe it’s just me getting a little bit older, but given a chance I hear a lot of people moaning about anything and everything.
Predators stalk my pension
5th December 2013
I just received one of those junk phone calls from a company called Appoint UK. Jo was very friendly and asked me if I have had a review of my pension in the last five years as “56% of pensions have fallen in value in the last five years.