Friday
It is chill-out day today. Thursday was really stressful, so all I booked today was a board meeting with a long-standing corporate client, and a one-to-one with their new director. After this, I pop over to pick up some paperwork of a potential new client; finishing with a telecon with a lawyer about a financial power of attorney (FPOA) trust he wants me to advise him on.
I also had a quick look at the new FTSE Private Investor Index asset allocation. It is interesting to see there has been a marked move away from equities and fixed interest to alternative assets over the past six months. The ‘smart money’ is going defensive; something to review next week.
Daniel Elkington is a chartered financial planner at MT Financial Management
If you would like to write a week in your life as a financial adviser, please contact Ima Jackson-obot at ima.jacksonobot@ft.com.
