‘Now there's soft skills training but advisers naturally did it back then’

‘Beyond that clients should take the biggest risks they are willing to’

Distributors also must provide access to consumer-facing disclosures

Aligned with the FCA's Sustainability Disclosure Requirements

‘We are in a period of deconsolidation and it will all unwind’

Has embedded Origo’s Unipass Letter of Authority as part of ‘efficiency drive’

Whitman Fry will be part of the firm’s regional hub

‘Simplified advice or targeted support could play a role’

‘We try and offer advice fairly to all of our segments’

Dudley and Guildford-based IFAs purchased