TPO Markets Matter - November 2020
Watch our November 2020 edition of ‘TPO Markets Matter’
In the this edition, our investment specialists, Rob Morse and Angad Lota joined Freelance Journalist, Sam Shaw, to discuss ongoing market fluctuations, views on the US election result, COVID-19 vaccines as well as sharing TPO’s market views going forwards.
About the speakers
Co-Founder of our sister company Savings Champion, Anna is a regular contributor to the BBC’s Money Box, Breakfast and News programmes, as well as the national press, providing expert analysis and commentary on the UK savings market.
|Resident speaker||Resident speaker||Webinar host|
|Angad Lota||Rob Morse||Sam Shaw|
Freelance Financial journalist
I am responsible for owning the framework and integrity of our investment proposition.
I ensure our preferred portfolios are of the highest standard by conducting in-depth analysis, and offering bespoke solutions to clients that require alternative investment solutions.
I advise private clients across a range of planning areas including investment management, retirement planning, personal financial planning and tax efficient structures.
I look after fewer than 70 families with advised assets of almost £150 million. I oversee the continued and disciplined management of our fund selection, fund managers and Preferred Portfolios.
I have been a financial journalist, editor and presenter for 15 years.
I have held senior editorial positions across the B2B press, including editing Financial Times Business's flagship investment title.
I now work as a freelance writer, content producer and presenter across trade and consumer media, as well as directly for organisations spanning financial and business sectors.
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