Insights
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Who Wants to Be a Millionaire?
Who Wants to Be a Millionaire? Richard Harvey, for one This article was first published in August 2013 IFAs of mature years…
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Former Barclays Stockbrokers Boost Walker Crips
Walker Crips has boosted its investment division with the appointment of Bill Newton and Andrew Powell as stockbrokers. The pair come from…
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Advisers Make Good Fee Progress, But…!
Advisers are making good progress in switching to a fee-based charging structure says a FundsNetwork survey. But the research also revealed that…
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Hard-Sell Tactics Remain
Hard-sell tactics within the financial sector are meant to be a thing of the past, but it would appear that the Lloyds…
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A Room Without A View
Having to stay at Gatwick recently on a business trip, I chose a hotel which proudly announced that the majority of its…
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Death Star Neutralised
The City of London death star has been neutralised. In case you’re wondering which death star, as though you might have missed…
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Victorian Values
Michael Wilson wonders how our antecedents would have coped with the pace of modern life? The house where I live was once occupied…
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Goodfellas
Client Richard Harvey continues his cinematic theme with a somewhat more complimentary observation about advisers …..Meanwhile, my IFA mate Nigel – the…
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A Few Boos From the Audience
Transparency? Long-suffering client Richard Harvey reels off a celluloid complaint or two Tsk, tsk, tsk ladies and gents. We really aren’t sticking…
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The Art of Predicting Returns….Or Is It A Science?
Paul Fidell, Senior Business Development Manager at Prudential, says we shouldn’t try to fool ourselves Often we believe that we are better than…

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