Adviser 3.0: The Podcast

Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!


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Abraham and Kevin have a lively discussion around:

- How Kevin started in Asset Management and his role at A J Bell Investments

- Growing £1bn of assets organically and the investment approach behind it

- Explaining the difference between discretionary MPS providers operating on AAC and reliance on others.

- The significance of VAT and why it shouldn’t be charged to clients

- Kevin’s biggest financial mistake

- How Kevin plans to invest his retirement money

...more
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Adviser 3.0: The PodcastBy Abraham Okusanya


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