FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
You are currently accessing Professional Adviser via your Enterprise account.
If you already have an account please use the link below to sign in.
If you have any problems with your access or would like to request an individual access account please contact our customer service team.
Phone: +44 (0) 1858 438800
Email: [email protected]
Search Professional Adviser
Follow
'Arm's length at a reasonable cost'
To add £1.2bn FUM
Set up The 30% Club
'Counter intuitive'
Growing market
Before 25 November
Was interim CEO
Four senior wealth planners
Eight years as boss
'Culturally bankrupt'