On Friday 9th November, I connect with with Pete Matthew, the MD of Jacksons Wealth in Penzance, Cornwall and the Creator of MeaningfulMoney.tv to talk about outsourcing to DFMs. Pete shared some great insights from his own experience with choosing a DFM; what he learnt from the process and what he would have done differently. Enjoy!
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If you have questions for Pete or 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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