Bradbury Hamilton

Advisers considering leaving the industry before 31 December 2012 should wake up and smell the coffee

Sheriar Bradbury asks if advisers should be allowed to take clients with them when they switch firms

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...

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.

When a firm goes to the wall the pain is felt by everyone: the advice profession suffers because it reflects badly on the market as a whole; the advisers see all they've worked to achieve for many years slip from their grasp.

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.