My business and the servicing of my clients was transferred to another firm of IFAs called Investment Solutions Wealth Management Ltd, based in Worthing. They are a chartered firm of advisers, offering holistic advice but with a focus on investments and pensions. My role now is to ensure my clients settle in with the new firm and their dedicated adviser.
At the same time I will continue to introduce new clients to Investment Solutions and to a separate firm of mortgage brokers. So if you are looking for excellent financial or mortgage advice please do contact me and I can provide information about these firms and their services and a possible introduction. I can't however provide you with financial advice itself.
That is a regulated activity which I am no longer authorised to give. I have maintained some elements of my previous website notably my investment blog and details of a book I have written on "Being a Financial Adviser." I am not intending to post any more investment articles but I am making available my historic muses for people with an interest in global stock markets and investments.
At the same time I will continue to introduce new clients to Investment Solutions and to a separate firm of mortgage brokers. So if you are looking for excellent financial or mortgage advice please do contact me and I can provide information about these firms and their services and a possible introduction. I can't however provide you with financial advice itself.
That is a regulated activity which I am no longer authorised to give. I have maintained some elements of my previous website notably my investment blog and details of a book I have written on "Being a Financial Adviser." I am not intending to post any more investment articles but I am making available my historic muses for people with an interest in global stock markets and investments.
Services
The book is primarily aimed at financial advisers - aspiring, those in training and experienced IFAs but it may also be of interest to company representatives, journalists and regulators.
For example I write on my experience of dealing with product providers and with a review of regulation.
Hot potato issues are tackled head on and a touch of humour thrown in.
If you are an experienced financial adviser, an aspiring IFA, an adviser in training, a financial journalist, a regulator or part of a sales team for a life company or investment house this book may be for you.
For example I write on my experience of dealing with product providers and with a review of regulation.
Hot potato issues are tackled head on and a touch of humour thrown in.
If you are an experienced financial adviser, an aspiring IFA, an adviser in training, a financial journalist, a regulator or part of a sales team for a life company or investment house this book may be for you.
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