[BNM] Financial advisor search tips

Simon Scott simon at simonscott.com
Wed May 12 14:16:50 BST 2021


Mike, Robin,


So sorry for missing your replies here, I thought threaded replies would
land in my inbox, but I've only just found these from searching my inbox.

Mike that article's really helpful thanks very much, really great, your
mate sounds like a good guy to approach.

Robin thanks for that perspective, those two best-performing investor types
made me laugh out loud, especially the second group haha.


Thanks again,


Simon
-
MBA/MA MSc BEngHons
Shorter the message, faster the reply.
*https://www.linkedin.com/in/simonscottdotcom
<https://www.linkedin.com/in/simonscottdotcom>*
-



On Wed, 21 Apr 2021 at 12:00, <bnmlist-request at brightonnewmedia.org> wrote:

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> Today's Topics:
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>    1. Re: Financial advisor search tips (Mike Pelton)
>    2. Re: Financial advisor search tips (Robin Hislop)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Tue, 20 Apr 2021 15:32:07 +0000
> From: Mike Pelton <mike at pollytiles.co.uk>
> To: Brighton New Media <bnmlist at brightonnewmedia.org>
> Subject: Re: [BNM] Financial advisor search tips
> Message-ID:
>         <
> VI1PR01MB4158A265893331E5F95B1F48E3489 at VI1PR01MB4158.eurprd01.prod.exchangelabs.com
> >
>
> Content-Type: text/plain; charset="utf-8"
>
> Hi Simon - I asked an Financial Adviser buddy of mine what he'd look for,
> and he's written a fantastic piece about it - there's a copy here:
>
> https://pollytiles-my.sharepoint.com/:b:/g/personal/mike_pollytiles_onmicrosoft_com/EWyKd7lDBkhMrSTF0bB8rZEB-_dHiXnWiuDCyrbq9dT7bw?e=5NkQMW
> If the link gets stripped out drop me a note and I'll email it to you
> directly. He specialises in technology start-ups and while he takes his
> work very seriously he's also a really decent, funny guy, so well worth
> having a chat.
>
> Hope it helps!
>
> Cheers
>
> Mike Pelton
>
> -----Original Message-----
> From: BNMlist <bnmlist-bounces at brightonnewmedia.org> On Behalf Of Simon
> Scott
> Sent: 16 April 2021 10:19
> To: Bnmlist <bnmlist at brightonnewmedia.org>
> Subject: [BNM] Financial advisor search tips
>
>  Hi everyone... this may feel slightly wide of the mark although it might
> also be of interest to many people here...
>
> Financial advisors... and the process of searching & selecting one? from
> experience can anyone offer advice or warnings on how best to approach this?
>
> Thanks for any help,
>
> Simon
> -
> MBA/MA MSc BEngHons
> Shorter the message, faster the reply.
> *https://www.linkedin.com/in/simonscottdotcom
> <https://www.linkedin.com/in/simonscottdotcom>*
> -
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> ------------------------------
>
> Message: 2
> Date: Tue, 20 Apr 2021 16:49:49 +0100
> From: Robin Hislop <robin at mootpoint.org>
> To: Brighton New Media <bnmlist at brightonnewmedia.org>
> Subject: Re: [BNM] Financial advisor search tips
> Message-ID:
>         <
> CAA7gLv7Le1xGbFu-j8_aCRStaTe7vLrA0yT0SgQZToNaoE3vpA at mail.gmail.com>
> Content-Type: text/plain; charset="UTF-8"
>
> That's sound advice from your friend Mike.
>
> My experience is that an FA can be helpful with putting your financial
> house in order. I see less value in paying them a percentage of your
> portfolio to manage it on a long term basis. Sticking your money in an
> index tracker like Vanguard Lifestrategy and forgetting about it will
> probably get you better results for much less.
>
> Hargreaves Lansdowne did a study of their investors to see who got the best
> returns. The ones that did the best either:
> - didn't log into their account at all; or
> - were dead.
> The ones that tried to beat the market with market timing, changing their
> asset allocation etc, all did worse than the people who didn't touch their
> portfolios.
>
> Food for thought!
>
> Robin
>
> On Tue, 20 Apr 2021, 16:32 Mike Pelton, <mike at pollytiles.co.uk> wrote:
>
> > Hi Simon - I asked an Financial Adviser buddy of mine what he'd look for,
> > and he's written a fantastic piece about it - there's a copy here:
> >
> >
> https://pollytiles-my.sharepoint.com/:b:/g/personal/mike_pollytiles_onmicrosoft_com/EWyKd7lDBkhMrSTF0bB8rZEB-_dHiXnWiuDCyrbq9dT7bw?e=5NkQMW
> > If the link gets stripped out drop me a note and I'll email it to you
> > directly. He specialises in technology start-ups and while he takes his
> > work very seriously he's also a really decent, funny guy, so well worth
> > having a chat.
> >
> > Hope it helps!
> >
> > Cheers
> >
> > Mike Pelton
> >
> > -----Original Message-----
> > From: BNMlist <bnmlist-bounces at brightonnewmedia.org> On Behalf Of Simon
> > Scott
> > Sent: 16 April 2021 10:19
> > To: Bnmlist <bnmlist at brightonnewmedia.org>
> > Subject: [BNM] Financial advisor search tips
> >
> >  Hi everyone... this may feel slightly wide of the mark although it might
> > also be of interest to many people here...
> >
> > Financial advisors... and the process of searching & selecting one? from
> > experience can anyone offer advice or warnings on how best to approach
> this?
> >
> > Thanks for any help,
> >
> > Simon
> > -
> > MBA/MA MSc BEngHons
> > Shorter the message, faster the reply.
> > *https://www.linkedin.com/in/simonscottdotcom
> > <https://www.linkedin.com/in/simonscottdotcom>*
> > -
> > --
> >
> > BNM Subscribe/Unsubscribe:
> > http://lists.brightonnewmedia.org/options/bnmlist
> >
> > BNM members often work together in the real world at:
> > http://www.theskiff.org
> >
> > Join the BNM community on Slack
> > https://bnmslackin.herokuapp.com/
> >
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> > http://www.wessexit.com
> > --
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> > BNM Subscribe/Unsubscribe:
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> > BNM members often work together in the real world at:
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> End of BNMlist Digest, Vol 171, Issue 3
> ***************************************
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