I have never met Chris Welsford, but he regularly sends me the eponymously Welsford Report.
The Welsford Report contains his musings about the financial world we live in, and some of the tales that come out of life as an adviser. I like him because he has a string of letters after his name, is a member of the Chartered Financial Analysts Society, has passed the IMC exam, and writes a lot of common sense. In his latest scribblings, the following caught my eye – War and the Art of Coffee Making – which is about fees. Welsford relates the story of an elderly client reminiscing about the ‘old days’ when bank managers dispensed ‘advice’ for free on everything from the best dep...
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