Earlier this week, I was joined by Chartered & Certified Financial Planner, Gavin Jones of Old Mill Financial Planning to talk about running in-house Centralised Investment Propositions.
Gavin shared some great insights from his own experience of designing in-house model portfolios four years ago and the day-to-day challenges of running these portfolios. Enjoy!
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Thoughts and comments are welcome. If you have suggestions on future guests, topics, please get in touch
Director
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.
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