‘Young people have a misunderstanding of opportunities a career in advice can hold’
‘We can help advisers start up a business depending on how they’re joining us’
Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards
After PensionBee calls for a legally enforceable transfer guarantee
Revenues climb 44% to £77.4m as group continues expansion drive
Trust Financial Planning ceased all regulated activities on 19 March
Driven by higher adviser client retention and expanding direct wealth channel
Led by former CMS Wealth CEO David Carter with first deal sealed
Head of financial planning Wesley Harrison in conversation with Professional Adviser
Potential wealth tax revenue ‘remains highly uncertain’, experts warn