Confidant | Spring 2023

Partner, Education

Leading the way

Welcome to the Spring 2023 Issue of Confidant, which contains the usual broad range of opinion, insight and investment ideas. Highlights include;

  • Paul Killik on how the firm is moving forward digitally
  • Rachel Winter’s take on the recent mini banking crisis
  • The Equity Research team’s top long-term tips
  • Our Wealth Planners on how to approach the 2023/24 tax year
  • Terry Smith’s toolkit for equity investors
  • Tim Bennett’s guide to the new Consumer Duty rules

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