Served as president from March 2023 and his tenure was due to be extended

Regulator launches an ‘AI Lab’

‘I feel lucky that the profession has moved and matured as I have’

‘Advisers need to make sure they actually talk through it with them’

‘This will transform your conversations with clients’

'It takes time to understand this type of work'

‘They have to stay relevant, so clients don’t outgrow your service offering’

Just more than a quarter associated ESG with being ‘woke’

Joins after being business transformation director at Schroders

The ‘standout’ proposal from FCA’s advice / guidance review