Ross Taylor

Father, disappointingly poor footballer and Chartered Financial Planner

[Ross Taylor @RossTaylorFP]

@MavenAdviser @AdviserPodcast @AlanJLSmith @CarlWidger @nicklincoln @brettdavidson Haha!

1) the start between you and Nick
2) alan talking about a ‘strategic partnership’ when ‘moving clients on’, getting hard calls as a result & him wrangling with this (totally understand)
3) a potential client splitting their monies

Good convos all round with banter!

[Ross Taylor @RossTaylorFP]

@dominicholden65 Thanks Dominic - appreciate it!

[Ross Taylor @RossTaylorFP]

Woo hoo!
Passed the last exam to become a Chartered Financial Planner!
Not sure that clients actually care, buts it’s a nice to have!

[Ross Taylor @RossTaylorFP]

@AlanJLSmith Love this!

[Alan Smith @AlanJLSmith]

Your long term investment returns can be summarised by this equation:

Investor Performance = Index Performance - Fees (+/- Behaviour)

H/T @markmcgrathcfp

[Ross Taylor @RossTaylorFP]

@AlanJLSmith @Billbrowder Highly recommend!

[Ross Taylor @RossTaylorFP]

@shuvonshuvoff just finished your book, a recommendation from another IFA @nicklincoln (if I remember correctly)
Great book, very inspiring and honest.
Although I’m not a middle aged woman going through menopause, it resonated a lot and got me thinking.
Thank you!

[Ross Taylor @RossTaylorFP]

@DavidPenneyPRW @AlihussainST Not the first time they have got it wrong!

[Ross Taylor @RossTaylorFP]

@MatthewWalne @nicklincoln Lol!

[Ross Taylor @RossTaylorFP]

@AbrahamOnMoney @CanhamMelissa Thanks Abraham. I will come back to Melissa in April

[Ross Taylor @RossTaylorFP]

@AbrahamOnMoney Hi Abraham are you still doing the visuals/charts? Last bought in 2019 ish and would like updated versions.
TIA

[Ross Taylor @RossTaylorFP]

@AlanJLSmith @AdviserPodcast @nicklincoln @CarlWidger @MavenAdviser Lol!

[Ross Taylor @RossTaylorFP]

@AlanJLSmith Just listened to your latest TRAP episode (love it BTW), it did get me thinking.
Whilst I get the praise for SJP etc etc.
I do wonder where SJP advisers own monies are invested!

[Ross Taylor @RossTaylorFP]

@richardcbishop Lol

[Ross Taylor @RossTaylorFP]

@richardcbishop Thought you were having a day off?

[Ross Taylor @RossTaylorFP]

@jbrendanfrazier Like this!

[Ross Taylor @RossTaylorFP]

@brettdavidson great touch and great book! Have read it already, only received it yday! Thank you and can’t wait for UYBP

[Ross Taylor @RossTaylorFP]

@paulbradley186 100%