How advisers invest: Belmayne Independent Chartered Financial Planners partner Jon Stevens discusses the company’s approach to investment management.
Could you explain your approach to investment management: in-house, outsourced or a combination of both?
We outsource our investment management. A few years ago, I spent a lot of time picking the brains of various advisers I knew
or, more often, had just met at seminars or events, to see how they did it and what had influenced them. So many people had such vastly different approaches.
Read more at Money Marketing