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Sheriar Bradbury
Sheriar Bradbury, managing director of Bradbury Hamilton, says advising on high-risk products should mean higher qualifications, and stricter capital adequacy requirements.
Advisers pondering whether or not to leave the industry before 31 December 2012 should wake up and smell the coffee, says Bradbury Hamilton managing director Sheriar Bradbury.
Sheriar Bradbury, managing director of Bradbury Hamilton, says advisers should not be allowed to go back on signed contracts by ‘soliciting’ former clients…
Other Sheriar Bradbury articles
Sheriar Bradbury, MD of Bradbury Hamilton, assesses how advisers will be impacted as HMRC turns up the heat
The strength of the bond between client segmentation and profitability has been highlighted by figures suggesting just a handful of clients can generate more than a third of a large firm’s annual revenue.
Balancing expectations can be a tricky business; with a new client in the door, one of the first things to tick off the list is a risk assessment and a promise to thereafter take responsibility for the category of investment they recommend, keeping to client expectations.
Alistair Darling’s Pre-Budget Report (PBR) has thrown up all sorts of interesting issues and on two points I find myself questioning the Chancellor’s judgement.
There has been much speculation on where new FSA regulations on capital adequacy will leave adviser firms.
Hints this week the FSA may introduce a form of product regulation – including pre-approving individual products – has sparked debate among advisers.
We are about to part ways when Sheriar says what's really been bugging him...
The looming deadline for implementation of the RDR will have prompted many an adviser to question his or her choice of profession.
You wouldn’t hire a barrister to do a conveyancing job yet, in financial planning terms, day in day out, highly qualified financial advisers the length and breadth of the country continue to do just that by carrying out their own account admin.
The origin of the saying ‘united we stand, divided we fall’ is variously attributed to Aesop’s fable of the Four Oxen and the Lion; John Dickinson’s revolutionary war song The Liberty Song, first published in the Boston Gazette in 1768 or, more commonly, one of America’s founding fathers Patrick Henry in March 1799 in his last public speech.
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