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After consulting with our finance director, and in the interest of our clients, prospects and future clients we feel it would be best that if we were to officially audit Stephen’s ISA Stocks and Shares ISA account, it would be best conducted by one of the four largest accountancy companies in...

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I agree, you should be wary of every business that suggests they can help you achieve your financial goals especially if they say they can do it fast or that it’s guaranteed. You can’t be lazy with your research - you have to do your due diligence. We have always said this to prospects. We...

Firstly Shadow Investing is a long-term way of building tax-free wealth. I understand what you mean about the similarities of Filthy Rich and Liquid Millionaire and it’s a good point. The reason why Stephen chose “Liquid Millionaire” for his title was because he wanted the book title to be...

You also mentioned about “…being a millionaire with 3 minutes work a day.” Let me be clear to avoid confusion. If a target market client follows our rules and guidelines, we really do believe it is possible for them to become a Stocks and Shares ISA or pension millionaire. But we have never...

As a matter of courtesy, it would be ever so kind of you if you could answer my previous questions. I ask again because if you or your board members don’t match ISACO’s target market client, it means there is a mismatch. ISACO unfortunately does not offer a service that’s for the mass market...

I’m not sure. I think that because we are unique it’s simply how the FSA has decided to pigeon hole us. If you like, I can see if I can fix up an appointment to speak to our compliance department about it? Let me know. But first, can you tell me a little bit more about yourself. I’ve...

You asked...... So how do you get around the FSAs requirement about not providing individual advice? "Not allowed to give personal recommendations. Limited to advice that does not consist of tailored recommendations to individuals and does not amount to a "personal recommendation" as defined...

I'm out today (moving around). However your question is very important to me so I will post a detailed reply tomorrow. If thats ok with you? Paul

Hi, this is Paul Sutherland and I’m the managing director at ISACO. It’s true that Investors Chronicle (IC) didn’t like Liquid Millionaire and they are not the first company to not like it. Unfortunately you are never going to get everybody who reads a book to like it. In relation to the IC...