by Alan Marks | Sep 23, 2022 | For Clients, Uncategorised
Don’t let the tax tail wag the dog. When I was out walking Leo, our “Rapidly developing a mind of his own” puppy over the weekend, I remembered a saying we often used when discussing investment opportunities with clients. “Don’t let the tax tail wag the dog.” There...
by Alan Marks | May 7, 2022 | For Clients
Opportunities & Threats We are often used as a weather vane by IFAs trying to gauge the state of the market, sometimes, it’s just nice to know how much your business is worth or more importantly, what needs to be done to make it sellable at the most favourable...
by Alan Marks | May 7, 2022 | For Clients
Investors need IFAs I was interested to read on LinkedIn the other day, that the FCA had conducted behavioural research to help consumers make better investment decisions and had discovered that at the start of the pandemic, more than 1 million UK adults had increased...
by Alan Marks | May 7, 2022 | For Clients
Consultancy Update As a follow up from my recent email which referenced the FCA consultation paper (A new Consumer Duty Feedback to CP21/13 and further consultation) I’ve received enquiries asking if we offer compliance services. The answer to that is a simple no,...
by Alan Marks | May 7, 2022 | For Clients
Looking for a Good Start in 2022 Hopefully, all of you have enjoyed a good holiday break and are looking forward to the year ahead. As mentioned, in my email just after Christmas, I am optimistic that 2022 will be good for IFAs and with the spectre of COVID still with...
