In our seminar series we like attendees to leave better-informed but not just sold to. In this seminar we focus less on education and more on the experience of being a client of No Monkey Business.
read more Events by Joe ClarkWe have been invited by the partners of Olswang to host a workshop on the subject of retirement planning
read more Events by Joe ClarkNo Monkey Business has featured in a list of fee based London IFA’s, prepared by MoneyWeek’s Merryn Somerset Webb.
read more News by Amanda CleaverLots to read in St James’s Place 2008 Annual Statement of interest to No Monkey Business followers. Over 80,000 wealth management clients have voted for SJP with their cheque books, with an average portfolio value of £182,000. Only 14% have assets over £1m so this is not the high net worth marketplace. In middle-income middle England, costs really do count. As SJP themselves say, we are under-providing and over-reliant on property investments (instead of financial-asset holdings) for our retirement. But attaching high front-end and continuous charges to both the stock of financial assets and new assets (which the firm is still very efficient at acquiring) pushes clients away from their goal. SJP is a phenomenal success story but a bitter sweet one.
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