Paul Lewis is the clients’ agitator and is often roundly condemned by the adviser community for it. Paul is probably most famous for presenting MoneyBox on Radio Four and as such he is well known as a consumer champion. He is much loved by a large audience for taking on banks, insurance companies and helping […]
Money Profile – Paul Lewis Read More »
Extraordinarily for one individual John Bogle has managed both to change the face of investment management and also challenged the corporate ownership model. Born in 1929, he set up Vanguard Group in 1974 to offer investors the opportunity to participate in the returns from the stockmarket (initially just the S&P 500 in the US) at
We’re all Bogleheads now Read More »
Now that we are up and running – what is it that we believe in (we will expand on these in future blogs)? Clients paying the same fixed price regardless of wealth. Most time spent on ongoing service not chasing new clients. Running a sustainable business to thrive, not to sell. Focussing our clients on their
