True Potential Wealth Management CEO Stuart Dodson speaks to Professional Adviser about the upcoming Budget and what clients and advisers are most concerned about.
Dodson was careful to avoid any specific predictions that might come out of Labour's next Budget later this month but noted "a clear set of decisions" would benefit advisers. He acknowledged: "It's a lot of the chatter that happens, usually because of a vacuum or void that's presented by the policymakers themselves, that then creates erratic investor behaviour." This was especially prevalent last year, when rumours were rife in the lead-up to a 2025 Budget. Clients, as a result, were making knee-jerk reactions. For example, he recalled that people were making "fairly inefficient wi...
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