Altor Wealth Management

Altor Wealth Management We are a financial planning and investment advice partnership, looking after families and their money for a fixed monthly fee.

24/06/2026

If AI reduces the cost of advice, what happens to the traditional adviser model? Some argue advisers will become high-end financial coaches, working deeply with just 50 clients. Others believe AI will handle the admin, compliance, and analysis — enabling advisers to serve 1,000 clients efficiently. We unpack the maths, the feasibility, and what this means for revenue, relationships, and scalability.

Watch the full episode here 👇
https://www.youtube.com/watch?v=5rVJVBC5UMI

Last week at an event, I enjoyed a meal catered by a fantastic independent café and restaurant. One of the speakers comm...
18/06/2026

Last week at an event, I enjoyed a meal catered by a fantastic independent café and restaurant. One of the speakers commented on the wonderful food and then gave a plug for the current campaign to cut VAT on hospitality businesses from 20% to 10%. It sounded like an obvious way to help struggling businesses, then I went home and looked at the numbers.

Read more in our latest blog 👇
https://altorwealth.com/2026/06/18/let-them-eat-jaffa-cakes/

17/06/2026

In this discussion, we explore why large language models may not be the biggest concern. The real shift begins when AI starts building its own code — and when human engineers can’t keep up. We also unpack the launch of Hazel in the US and how early beta AI tools are already influencing stock prices and outperforming existing financial software in areas like tax optimisation and data aggregation.

Watch the full episode here 👇
https://www.youtube.com/watch?v=5rVJVBC5UMI

Most people assume success comes from better equipment, better training, or a more sophisticated strategy. In 1983, a 61...
16/06/2026

Most people assume success comes from better equipment, better training, or a more sophisticated strategy. In 1983, a 61-year-old potato farmer named Cliff Young proved otherwise when he lined up against Australia's best ultramarathon runners and changed the race forever. His remarkable story contains three powerful lessons that apply just as much to investing as they do to endurance running.

Read more in our latest blog 👇
https://altorwealth.com/2026/06/16/a-helluva-lot-of-potatoes/

In 1696, Britain taxed windows and people responded by bricking them up. Three centuries later, our tax system still cre...
11/06/2026

In 1696, Britain taxed windows and people responded by bricking them up. Three centuries later, our tax system still creates incentives that encourage avoidance over productivity, only now the bricks are hidden in pensions, reduced hours, and declined promotions...

Read more in our latest blog 👇
https://altorwealth.com/2026/06/11/bricking-up-the-windows/

10/06/2026

In this SoapBox snippet, discover how we’re reinvigorating financial services careers. From apprenticeships and internships to mentoring, we’re opening doors for young people and career changers alike. Join us as we discuss how we're informing future financial planners about the impact they can make every day.

Watch the full episode here 👇
https://www.youtube.com/watch?v=ZnvGDQFsvqE

In 2017, Snap went public with shares that gave investors ownership but no voting rights, prompting major index provider...
09/06/2026

In 2017, Snap went public with shares that gave investors ownership but no voting rights, prompting major index providers like S&P and FTSE Russell to restrict companies with unequal voting structures from their flagship indices. Now, nearly a decade later, the same debate over shareholder rights and corporate control has resurfaced around the three largest stock market listings in history.

Read more in our latest blog👇https://altorwealth.com/2026/06/09/the-biggest-company-the-club-wont-let-in/

I once advised a busy CEO who was one of the most generous, people-focused individuals I have ever had the pleasure of m...
04/06/2026

I once advised a busy CEO who was one of the most generous, people-focused individuals I have ever had the pleasure of meeting. Yet behind the warmth and generosity, sat a financial plan in complete disarray. It soon became clear that his generosity was also a way of avoiding difficult conversations and uncomfortable truths that, deep down, he probably knew to be true.

Read more in our latest blog: https://altorwealth.com/2026/06/04/are-you-blocking-out-advice/

03/06/2026

SoapBox Ep.3 – Matt’s Thoughts on Poor Government

In this discussion, Matt explores why government rules can’t “force” people to invest, the importance of positive financial messaging, and the challenges active fund managers face in a world of passive investing. Learn why confidence, education, and long-term thinking matter more than blunt regulation.

Watch the full episode here 👇
https://www.youtube.com/watch?v=ZnvGDQFsvqE

This is one of those blogs I have debating writing. The subject is not easy and it is emotive. When pensions were brough...
02/06/2026

This is one of those blogs I have debating writing. The subject is not easy and it is emotive. When pensions were brought into inheritance tax from April 2027, a hard deadline created consequences beyond spreadsheets.

Without a phased introduction, a cliff edge appears. We are already seeing terminally ill people refusing treatment to die before the new rules arrive...

Read more in our latest blog 👇
https://altorwealth.com/2026/06/02/would-you-choose-death/

Address

Landmark House, Station Road
Hook
RG279HA

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Telephone

+441252900400

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