‘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
Revenue up by 25.7% from last year to £36m
The deal with 3G Financial took effect on 31 August 2023
Latest deals add £220m in AUM and two new offices
Advisers are the ‘go-to’ source for investment advice
This comes as the government encourages saving