Chartered Financial Planner | Londoner | Runner | Optimist. Finance related tweets to be expected!
Mayfair, London
Joined March 2016
- Tweets11.4K
- Following479
- Followers2.2K
- Likes7.8K
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After 3 years lying in a pile of paperwork, I finally got my @MorningstarInc magazine profile cut, framed and hung in the home office.
Ever create a tax efficient client income withdrawal strategy from numerous wrappers and sources, look at it and think "that is beautiful". Just me?
If any financial planners still see my occasional tweets, then read Daniel's piece. Essential reading.
I now get asked about the psychology of decumulation more than anything to do with accumulation (bull market problems).
Hope you'll enjoy this piece on the psychology of spending what you've worked to hard to build.
linkedin.com/pulse/psycholog…
Jim Leaviss, Bond Vigilante, 1971-2026 - ft.com/content/882e08d2-4c99…
That's a real shock. Aged 55. Seemed like a really down to earth guy, who happened to be a bond genius in his day job. – at Lewisham, London
Who the fcuk asked for snicko technology in football. How is this a CLEAR and OBVIOUS (to the eyes) error? Absolutely travesty for Croatia and the game of football. VAR has a place, but not like this.
Mortgage rates are NOT "high" by any historical measure. Property valuations got out of hand, fueled by a temporary low interest era. And now it's getting back to normal.
I had cancelled my @tntsports subscription until next season, thinking the European finals would be free to view as usual. What a disgrace that people have to pay to watch the finals.
“You are willing to pay a higher cost for discretionary fund management. This approach offers better investment outcomes”. 🤔
From a Schroder Personal Wealth suitability letter. +2% pa all in. +£1M AUM.
I've been asked for a 2nd opinion.
Thanks to @DanOakesBP for helping me out with something today. I really miss being able to reach out to other planners here. Where does everyone stay in touch these days for professional chit chat?
Alex Riley retweeted
Fascinating as always.
Great @nfergus clip on the allure of comparing the 1920s/30s with today… despite some fundamental differences.
Alex Riley retweeted
Read the paper, things have never been worse. Read history, things have never been better
Been a while since I've been on here. Think I'll take a look around. A few of you might get some out of the blue likes!
I could be wrong but it feels like they're saying "Just so you know, if you do it, it can't be reversed when we don't make changes."
HMRC issues pre-Budget tax-free cash warning citywire.com/new-model-advis…
Ever tried to cash transfer a SIPP out of @ajbell Investcentre?
A warning.
AJ Bell won't sell the existing funds, even though there's a valid ORIGO transfer request. The existing adviser must do that. Problematic if your new client doesn't want to deal with them anymore.
1/3
So, you manage to get the existing adviser to transact the fund sales. All good? Not so fast!
The sales don't settle to the cash account from where the transfer is made. AJ Bell wont move it, so you have to go back to the existing adviser again to make a cash movement!
2/3