Simon Fitton, partner at Baxter Fensham, on what it means to be a truly fee-based IFA.
Simon Fitton worries he sounds “quasi-religious” when speaking about financial planning, and at times he does tend towards the convert’s zeal: “Our world is populated by a welter of experience and wisdom, but if we really want it to be the profession of the 21st Century, let’s start building it now.” Fitton’s passion is a far cry from the egoistic “I’m doing God’s work” mantra of Goldman Sachs, however. The Advanced Financial Planning Alliance (AFPA), a mini-network he launched in February with fellow IFAs Steve Martin and Jon Slater, aims to foster a ‘do as you would be done by’ cult...
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