How one phone call saved a client more than £20,000.
Clients for whom we manage investments and pensions frequently call us for ad-hoc advice. When that happens, we don’t put them ‘on the clock’ and send them a bill. We…
Neil’s Blog
Why it pays to use a small IFA firm
We’re not talking about ‘one-man-and-a-dog’ micro-firms run by people who are playing at it. West Riding is a ‘small firm’ in the regulator’s language, but we’ve been going since 2004…
Promotions Effective 1 July 2019
Promotions at West Riding – Celebrating Three Successful Women! Effective 1 July 2019, Toni Turton is being promoted to Assistant Director in recognition of her leading role in the company…
LCF: Saying What Needs to be Said
In November 2015 Bank of England base rate was 0.5%. The emerging markets bond and global equity income fund sectors yielded an average of 3%. Money market funds generated just…
The EU Has Banned Common Sense
Any set of rules is only as complicated as the author wants to make it. Likewise, any negotiation. We are told Brexit will make it complex for UK advisers to…
Neil’s Brexit Letter
Currently due to the ineptitude of half our political class and the party-advantage seeking of the other half, the UK is on the back foot in its negotiations with the EU. …
