Wellington Court Financial Services cannot carry out regulated activity
More than half say financial advice helps them decide ‘the best course of action’
Those who would not use an adviser want free advice online
More than 100 advisers have already adopted the new co-branding
More than 95% of advice firms with one adviser are making a profit
‘There is a small decline in advice firms, but not as quick as you expect’
For advisers, ‘volatility is a measure of predictability’, Matthew Lamb says
‘SLI can mean sustaining income for the rest of a client’s life’
‘A new direction of travel post-Consumer Duty means being practical’
Two-fifths saw clients increase contributions in last six months