I am a compliance consultant to Independent Financial Advisers specialising in retirement planning and equity release and I play a lot of table tennis
Brighton & Hove
Joined February 2009
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Very pleased that my latest Platform Research Report has now been published by IFA Magazine/GBI Wealth.
ifamagazine.com/article/plat…
#research #platforms #investments #apcc #ifamagazine #gbiwealth #ifa
We are delighted to announce that our comprehensive annual MPS report is now available to our Financial Adviser readers. Access your copy now.
ifamagazine.com/article/ifa-…
MPS report - more contributors
@lgim @MorningstarIMUK @eqinvestors @sarasinpartners @InvestecWin
MPS report more contributors
@king&shaxson @cantab @charlesstanley @fundhouse @abrdn @carmignac @crossingpoint @oakham @bordier @waverton @pmx @vintage @m&gwealth @parmenion @quilter @8am @rbcbrewindolphin @evelyn @sparrows
My MPS report is due to be published on 10th October, although some DFMs still need to provide infromation. Like herding cat(t)s.
Contributors to the MPS Report 2022
@hsbc @tatton @iboss @ebi @brooksmacdonald @walkercrips @ajbell @schroders @invesco @blackfinch #casterbridge
Check out my latest article: MPS report coming soon linkedin.com/pulse/mps-repor… via @LinkedIn
This is my video for UKSIF. I am applying to join the Board and would be happy to discuss this.
lnkd.in/e3BC2M6x
Last week, I wrote another training piece for an IFA firm client relating to vulnerable clients and consumer duty.
I hope that this is interesting to you
thecattseyeview.co.uk/vulner…
#training #consumerduty #vulnerablecustomers
This is my favourite report that I have produced.
From last year, my Sustainable Investment report that was published around the time of COP26 in Glasgow.
lnkd.in/eQxv3RS6
It opens as a pdf.
Please read my commentary on the current political climate.
thecattseyeview.co.uk/the-wr…
My website thecattseyeview.co.uk contains an archive of all the articles and newsletters and reports that I have had published over the years.
#newsletters
#thecattseyeview
My report on the future of investment strategy has now been published. To read the report follow this link.
ifamagazine.com/esg-report-2…
My Managed Portfolio Services report has now been published and can be obtained at ifamagazine.com/mps-report-o…
Now getting on with my ESG report which will be available shortly.
I have just published the latest version of my platform research report. 42 pages of due diligence goodness. Any advisers wanting a copy should contact me.
So when you listen to Tina Turner - Private dancer - do you join her in that deep breath in the middle of the song?
Thank you very much for all your birthday wishes. It is kind that so many people were willing to send messages.