Aj Bell

3,000 people defrauded

Replaces Jim Sutcliffe

'Focusing solely on reducing the pension before death can increase lifetime tax'

Almost half wrongly believe AI-generated financial information is regulated

‘This has undoubtedly had a huge impact on planning for many clients’

Links up with Daintree Wealth Management

Statistics from Great Wrapper Reset paper

This is a classic 'sledgehammer to crack a nut' response

'If it can't be explained to your clients, it should likely be left out of your portfolio'

'Active allocation does not mean constant trading or short-term market calls'