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