Could ‘undermine’ the aims of targeted support
Financial advisers concerned that high earners lack clear wealth strategies
FOI request shows just 19 firms signed up for FCA’s Pre-Application Support Service
Dissatisfied with communication, trust and adviser/client relationship
Claims will be moving to processing teams for assessment
Distribution and investment management functions merge
Driven by resurgence in deals worth more than £1bn
To form DJH Perspective Wealth Management
Uncertainty over the global economy and UK inflation rate