Blog: What's good for the goose…

What’s good for the goose…

clock •

Advisers who hold investment companies in their own portfolios, but don't recommend them to their clients should think again, writes Ian Sayers.

Imagine you went into your favourite restaurant. You went there first as a business client, but now you have to pay for it yourself. It seems a bit pricey but you think you get what you pay for. You turn up early and catch the chef finishing off the most fabulous looking dessert before prepping for lunch. After your main course, you ask for whatever the chef was having. ‘I'm sorry' comes the reply, ‘but the chef doesn't think his customers would really appreciate it, and to be honest it takes him a bit more time to make it'. I don't suppose you would be all that impressed. And yet I h...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Budget 26: Stamp Duty on shares to be swapped for Securities Transfer Tax

Budget 26: Stamp Duty on shares to be swapped for Securities Transfer Tax

By late 2027

Patrick Brusnahan
clock 28 October 2026 • 1 min read
Investment tax relief rises by smallest amount in four years amid recent Budget measures

Investment tax relief rises by smallest amount in four years amid recent Budget measures

Bowmore Financial Planning research

Jack Roach
clock 28 October 2026 • 2 min read
Defaqto to launch rating for newer funds and portfolios

Defaqto to launch rating for newer funds and portfolios

Combines Defaqto and RSMR expertise

Jen Frost
clock 27 October 2026 • 2 min read