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TPO Markets Matter - August 2020
Watch our August 2020 edition of ‘TPO Markets Matter’
Our investment specialists, Rob Morse and Angad Lota joined Freelance Journalist, Sam Shaw, to discuss the latest investment market movements and how they influence financial planning.
About our speakers
| Resident speaker | Resident speaker | Webinar host |
|---|---|---|
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| Angad Lota | Rob Morse | Sam Shaw |
|
Investment Strategist |
Senior Partner |
Freelance Financial journalist |
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About Angad I am responsible for owning the framework and integrity of our investment proposition. I ensure our preferred portfolios are of the highest standard by conducting in-depth analysis, and offering bespoke solutions to clients that require alternative investment solutions. |
About Rob I advise private clients across a range of planning areas including investment management, retirement planning, personal financial planning and tax efficient structures. I look after fewer than 70 families with advised assets of almost £150 million. I oversee the continued and disciplined management of our fund selection, fund managers and Preferred Portfolios. |
About Sam I have been a financial journalist, editor and presenter for 15 years. I have held senior editorial positions across the B2B press, including editing Financial Times Business's flagship investment title. I now work as a freelance writer, content producer and presenter across trade and consumer media, as well as directly for organisations spanning financial and business sectors. |
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Please Note: The Financial Conduct Authority does not regulate Tax Advice, Estate Planning or Cash Flow planning. The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
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