James Smith

As Investment Proposition Manager for the ASHL Group, I get to spend time with advisory firms providing best practice assistance in documenting their Investment and Retirement Propositions.

Blog Post by James Smith

Jun 13, 2024 4:18:51 PM

What is the right CIP for me?

When balancing regulatory requirements with business efficiencies, this is a question ...

Start Reading

Aug 25, 2022 11:30:36 AM

Advice Proposition Masterclass - Free to all subscribers

Get ready to #LeaveYourMark As Investment Proposition Manager for the ASHL Group, I work ...

Start Reading

Mar 9, 2022 10:03:32 AM

5 TIPS FOR YOUR INVESTMENT AND RETIREMENT PROPOSITION

Your investment proposition is one of the lynchpin documents of your firm. It summarises ...

Start Reading