Here’s food for thought if you’re not currently an ethical investor. Many, if not most...
Financial Advisers
“SJP drops ‘exclusive’ wealth management tag to widen appeal”
This is a pretty big turnaround and certainly the result of hours of marketing meetings with...
“Around a third of consumers claim to use advisers, only 8% do”
For those advisers who are working full-time, it seems there are plenty of potential clients out...
“Wealthy Brits refocus portfolios ethically ‘with urgency'”
What big investors, like fund managers, pension funds, and in this case the ultra-rich do with...
“Would your mother pay your fees?”
I think the question for advisers should be not ‘would your mother pay your fees?’ but ‘would you...
“Oh no! Not another ESG article”
If you mentioned ethical sustainable investments to anyone in this business a year or two ago,...
“Quarter of solo advisers expect to leave industry”
Our regulator's stated aim is to reduce the number of small advice firms, to make their lives...
“What Clients (Actually) Value Most In A Financial Adviser”
I was reminded of this survey when chatting with fellow advisers recently. It says we think our...
“Do your clients have a spending problem or an income problem?”
I’m often asked ‘Will I have enough money to retire? How much do most people have?’ The rather...
“FSCS forecasts £900m levy for next year as this year’s costs cut”
The FCA have said they want more big and less small firms of advisers. All the talk in our...
“Sunak urges finance sector to seize Brexit dividend”
It is true that many of the more box-ticking rules by which we hard-done-by souls in financial...
“Too many small fish in the pond?”
The FCA have said they want more big and less small firms of advisers. All the talk in our...
“How to attract more women to the profession”
It seems like we’re ahead of the curve here, as the female/male ratio at PJFS is 5/4, including...
“Fewer small firms means better outcomes for consumers, says FCA”
No, no, no, what a very short memory you have, Ms Regulator. Leaving it all to the big banks and...
“Pilot and butcher among M&G Wealth academy intake”
At the end of the ’80s, there were over 100,000 ‘financial advisers’, merrily (or often not so...