Identify with us if
You know how to judge individual service dependent on a team • You want investment and risk management to be driven by personal outcomes you have specified • You expect high-quality engineering in planning and delivery • You don’t yet know if you are paying for the right things or paying the right price • You realise most smart agents exploit their customers but you don’t quite know how • You would value a single adviser understanding all your affairs and always on your side
Find out moreInsights
We publish an email bulletin no more than six times per year with links to some of our latest articles. We cover subjects which are topical but bigger than short term. They must have scope for insights that will be of powerful, practical application to your general thinking about money.
Seminars
We run personal wealth seminars, workshops and small roundtable lunches or dinners, tailored to the needs of individuals or employees/partners of firms. Our most popular open events have been a series of retirement seminars.
News & Insights
CPI or RPI? Fairness or sleight of hand?
The Government is altering the basis of inflation indexation for welfare and pension benefits from RPI to the ‘lower’ CPI. Public suspicion echoes the introduction of the Gregorian calendar. Is the Government cheating or is the response equally silly?
CommentaryWhy should I talk to No Monkey Business?
We answer the question by analysing where our clients came from, why they talked to us and what we changed. We measure the changes in terms of capital efficiency: maximising the benefits they sought from wealth and avoiding wasteful costs.
InsightsBudget compromise on CGT
CGT at 28%, if total income and gains exceed the higher-rate income tax threshold, is not as bad as feared but is still an important influence on investment decisions
Commentary
